Osaic Wealth has added a husband-wife financial advisor duo from LPL Financial, where they managed about $204 million in total client assets. 

Greenville, SC-based advisors Tim and Wynne Curran have joined Osaic through its office of supervisory jurisdiction, Innovative Financial Group, and specialize in serving couples and women who are transitioning from LPL Financial, Osaic said. 

Their practice, The Finance Couple, provides “tailored” financial planning, asset management, retirement planning, and estate and tax planning to high-net-worth clients. The duo is supported by client services director Megan Jette. 

The Currans, who bring over 35 years of combined experience to Osaic, ultimately chose Innovative Financial Group because of its “collaborative” advisor community, technology platform, and succession planning resources, Osaic said. 

“Our focus has always been on comprehensive financial planning combined with common sense asset management for the betterment of our clients,” Tim Curran said. “Innovative Financial Group and Osaic stood out as true partners who will provide the technology and support we need to grow, while helping us maintain our strict focus on our clients.” 

Osaic’s latest addition comes as the firm continues to acquire various financial planning firms from LPL Financial. 

Many teams have left LPL Financial following its acquisition of Commonwealth Financial Network last August to join competitors, including Osaic, Cetera Financial Group, and Ameriprise Financial, among others. 

In October, Osaic added Melville, NY-based AFC Planning Group, to its Affiliated Advisors channel, an Osaic office of supervisory jurisdiction from LPL Financial. The firm oversees roughly $110 million in assets under advisement.

Pictured: The Finance Couple