Financial planning
without the sales pitch.
Honest wealth management and tax-efficient strategies from advisors who’ve been serving upstate New York families since 1991.
Welcome to Curley Wealth Management Group
Straightforward advice. Genuine relationships.
Founded in 1991 and based in Oneonta, New York, our practice has grown from serving local families to supporting clients across the country. Our team takes a listening first approach, crafting strategies built around diversification, cost management, and tax efficiency. We know our clients well, and have been doing this long enough to understand that the best financial plans should be the ones that fit real life.
Recognition
Our work has received national recognition and, more importantly, the trust of families across 35 states who count on us to help them make informed decisions with money they worked hard for.
Forbes Best-in-State
Wealth Management Teams 2024-2025
Forbes Top Next-Gen
Wealth Advisor 2025
Forbes Best-in-State
Wealth Advisor 2023-2024
Long-Term Track Record:
Serving Families Since 1991
Corbin was recognized as a Top Next-Gen Advisor in 2025. Ed was recognized as a Best-in-State Wealth Advisor from 2023-2024.
2024 Forbes Best-In-State Wealth Advisors; Awarded April 2024; Data compiled by SHOOK Research LLC based on the time period from 6/30/22 – 6/30/23 (Source: Forbes.com). The Forbes Best-in-State Wealth Advisors rating algorithm is based on the previous year’s industry experience, interviews, compliance records, assets under management, revenue and other criteria by SHOOK Research, LLC. Investment performance is not a criterion. Self-completed survey was used for rating. This rating is not related to the quality of the investment advice and based solely on the disclosed criteria. 2023 Forbes Best-In-State Wealth Advisors: Awarded April 2023; Data compiled by SHOOK Research LLC based on the time period from 6/30/21 – 6/30/22 (Source: Forbes.com).
2025 Forbes Best-in-State Wealth Management Teams: Awarded January 2025; Data compiled by SHOOK Research LLC based on the time period from 3/31/23 – 3/31/24 (Source: Forbes.com). The Forbes Best-in-State Wealth Management Teams rating algorithm is based on the previous year’s industry experience, interviews, compliance records, assets under management, revenue and other criteria by SHOOK Research, LLC. Investment performance is not a criterion. Self-completed survey was used for rating. This rating is not related to the quality of the investment advice and based solely on the disclosed criteria. 2024 Forbes Best-in-State Wealth Management Teams: Awarded January 2024; Data compiled by SHOOK Research LLC based on the time period from 3/31/22 – 3/31/23 (Source: Forbes.com).
2025 Forbes Top Next-Gen Wealth Advisors: Awarded August 2025; Data compiled by SHOOK Research LLC based on the time period from 3/31/24 – 3/31/25 (Source: Forbes.com). The Forbes Top Next-Gen Wealth Advisors (AKA America’s Top Next-Gen Wealth Advisors) rating algorithm is based on the previous year’s industry experience, interviews, compliance records, assets under management, revenue and other criteria by SHOOK Research, LLC. Investment performance is not a criterion. Self-completed survey was used for rating. This rating is not related to the quality of the investment advice and based solely on the disclosed criteria.
Our Services
Guidance you want,
when you want it.
Whether you’re planning for retirement, managing a transition, or building long-term wealth, we help you see your options clearly and choose a path forward that makes sense.
Retirement Planning
Approaching retirement and wondering if your savings will actually last?
Strategies designed for sustainable income, Social Security timing, and healthcare planning.
Investment Management
Looking for a portfolio built on diversification instead of hunches?
Portfolios focused on tax efficiency, cost management, and long-term growth potential.
Tax Planning Strategy & Efficiency
Want to keep more of what you earn?
Tax-efficient strategies that can help reduce your current and future tax burdens.
Financial Planning
Need someone to help you see the full financial picture?
Comprehensive planning that accounts for your goals, timeline, and life transitions.
Estate Planning Coordination
Want to make sure your legacy goes where you intend?
Guidance on wealth transfer, beneficiary planning, and protecting what you’ve built.
Insurance & Risk Management
Wondering what coverage you actually need?
Clear assessment of protection gaps and practical solutions.
Specialized Services for Professional Athletes
Need guidance for a short career window and a long financial life?
Specialized support for contract structures, accelerated wealth building, and long-term planning.
Neither Curley Wealth Management nor &Partners renders legal or tax advice. Please consult your tax or legal advisors before taking any action that may have tax consequences.
Our Clients
We work with people who want clear answers.
Most of our clients are individuals and families approaching major transitions: retirement, career changes, inheritance, or building wealth for the next generation. They’re looking for guidance they can understand and advisors they can actually reach.
Professionals & Business Owners
You’ve built something valuable. Now you need guidance that accounts for your unique situation.
Pre-Retirees & Retirees
You’re shifting from saving to spending, and the stakes feel higher. We help figure out sustainable income, tax-efficient withdrawals, and how to help make your money last.
Families Planning for the Future
Whether you’ve inherited assets or built them over time, you want to manage them responsibly and pass them on with intention.
Professional Athletes
Your earning window is short. Your financial life is long. You need advisors who understand that timeline and help you make it work.
Why Us
Big decisions shouldn’t feel complicated.
Deciding what to do with your 401(k)? Trying to figure out if you can actually retire? Inheriting money and not sure what to do with it? These are the conversations we have often.
Our focus is simple: help you keep more of what you earn, strive to keep costs low, and build portfolios that are designed to handle whatever the market throws at them.
