three decades after our founding, we are excited to introduce a second generation into our practice.

As financial professionals, we're constantly asking our clients to think about the future. "What will your legacy be?" we ask.

Our vision is to provide continuity of advice and service to our clients, and to their children. We hope to serve generations of your family with the same level of care you have come to expect from us over the years. 

In 2017, we welcomed Scott Curran's son, Ryan, to our team. Ryan is a graduate of Johns Hopkins University, and The Dalbarton School. 

In years ahead, we look forward to expanding our team of 'next generation advisors' to better serve you and your family's needs.

Meet Our Team
Scott Curran



Client Relations Specialist


Planning Operations Specialist


Client Follow Up Specialist


Connected through purpose.

Something we share as a team is a sense of responsibility. Every person here seeks to be a pillar of support to his or her family and community. We are bound by service - to each other, and to those who rely on us.


Songs of Love


We are proud supporters of the Songs of Love Foundation, a national nonprofit 501(c)(3) organization that creates free, personalized, original songs to uplift children and teens currently facing tough medical, physical or emotional challenges. Each CD is professionally produced with lyrics containing the child’s name and references to all of his or her favorite activities, things, people, and pets. 

The “songs of love” have often been played to alleviate pain and trauma during painful and scary hospital treatments.

 As each child is unique, so is every ‘song of love’ composition. Since 1996 the Songs of Love Foundation has reached out to over 28,000 children in over 500 hospitals and health care facilities in all 50 states and the world.

Scott Curran is proud to have served on the Board of Directors for Songs of Love since 1999.


In 2019, The Curran Group once again nominated Songs of Love for recognition by the Million Dollar Round Table Foundation. Songs of Love was awarded a $15,000 grant as a result. We are proud to continue to support their work.

[Photo, L-R: Ryan Curran, John Beltzer, and Scott Curran] 



What's your vision?
We'd love to help you plan for your future.


CALL US (215) 441-8200