Our History
Three decades of
serving families.
We opened our doors in Oneonta in 1991 with a simple goal: provide honest financial guidance to families throughout Otsego, Delaware, and Broome Counties. Over three decades, we’ve seen clients through multiple market cycles, economic shifts, and every life transition you can imagine.
What started as a one-person practice has grown into a three-advisor team now serving more than 800 families as of January 2026. Our clients stretch from Cooperstown to Sidney and beyond, with relationships that span across 35 states. But our roots remain firmly planted here in upstate New York.
The work has changed over the years, offering different challenges as new technologies and strategies evolve. But our approach hasn’t. We still believe the best financial plans come from honest conversations, not sales pitches.
Meet the Team
Committed to straightforward guidance and genuine client relationships.
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Edward Curley, CFP®, MBA
Founder, Managing Director
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Corbin Curley, AIF®
Founder, Managing Director
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Jody Angellotti
Senior Financial Consultant
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Lisa Wells
Senior Client Associate
About &Partners
We’re proudly partnered with &Partners, a wealth management practice with industry-leading technology, a flexible investment platform, and premium service for the sole purpose of helping you realize your financial goals. &Partners is built on the premise that every client has a unique story and distinct financial needs.
What Guides Us
Principles that shape every client relationship.
Our values inform how we work with clients, make recommendations, and conduct ourselves in the community.
Client-Centric
Your goals drive our recommendations. We measure success by whether our strategies help you achieve what matters most to you.
Integrity and Professionalism
We tell you what we genuinely believe is in your best interest, even when it’s not what you want to hear. Honest conversations can build trust that lasts.
Excellence in Execution
Details matter when it comes to your money. We focus on accuracy, follow-through, and keeping you informed throughout every step of our work together.
Efficiency and Discipline
We respect your time and your money. Our processes are designed to be straightforward, and our investment approach emphasizes cost efficiency without sacrificing quality.
Our mission.
We provide comprehensive financial guidance that revolves around you—helping individuals, families, and businesses in upstate New York and beyond pursue their lifetime goals through retirement planning, investment management, and tax-efficient strategies rooted in honest advice and genuine relationships.
Our vision.
We’re building lasting relationships that span generations. As families navigate career transitions, approach retirement, and plan for what comes next, we can adapt our guidance to fit their changing needs while staying rooted in the communities we serve.
