Josh Curtis​

Founder & Senior Financial Advisor

I grew up on a dairy farm in rural Tennessee and played baseball in at the University of the South. I didn’t have a killer fast ball. I did have stamina, movement, and a deep pitch arsenal.

I met my wife Sinclair after college – even though we went to the same one… We’ve been married since 2011. We moved to Richmond, her hometown, to start our family. We have four kids. Three here on Earth, ages 8, 5, 3, and one in Heaven.

We’ve always wanted a big family with 12 or so kids.

I know we’re a bit crazy.

Last, but certainly not least, I’ve been in finance for almost 20 years.

Most importantly, we, as a family, value family, faith, freedom, and fidelity above all.

What we do in plain English

Maximize Wealth

Strive to make sure you are financially free in retirement.

Minimize Tax

Strive to make sure you pay as little tax as legally possible.
We achieve this by being really, really good at the following.
  • Retirement Planning
  • Tax Mitigation
  • Insurance
  • Cash Flow
  • Estate & Exit
  • Debt Management
  • Cash Reserves

If your investment income doesn't grow above inflation plus your withdraws, then you are gradually becoming poorer every year.

Whether you are living on 100K or 2M a year, nobody wants to go backwards.

Partners

Anchor Financial Group

Josh listens. He cares about what matters most to his clients. He works his butt off. And he always, always acts with the utmost integrity and discretion. You can trust Josh to do what is right, not what is merely expedient.
Tim Richardson
Founder & CEO, Enliven
  • Testimonial Disclosure: This is an unpaid, solicited client testimonial. This client is providing their personal opinion and a conflict of interest may be present, as their experience may or may not be the same as another client’s experience.
Josh's work is second to none. I had no idea that the strategies in which he specializes even existed.
The Honorable Katherine McCary
Founder & CEO, C5 Consulting
  • Testimonial Disclosure: This is an unpaid, solicited client testimonial. This client is providing their personal opinion and a conflict of interest may be present, as their experience may or may not be the same as another client’s experience.
Josh states his value proposition as "dramatically improving organizational and individual finances." Dramatic is an understatement. His analysis and advice are as good as it gets.
Dr. Toni Cleveland
CEO, Higher Education Research & Development Institute
  • Testimonial Disclosure: This is an unpaid, solicited client testimonial. This client is providing their personal opinion and a conflict of interest may be present, as their experience may or may not be the same as another client’s experience.
Headquarters Address
14241 Midlothian Turnpike, Suite 401
Midlothian, VA 23113
(804) 220-0838
Legal Info
EQB Wealth LLC & EQB Strategy LLC
CRD #175083
Investment advisory services offered through Foundations Investment Advisors, LLC, an SEC registered investment adviser.
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Investment advisory services offered through Foundations Investment Advisors, LLC, an SEC registered investment adviser. The commentary on this website reflects the personal opinions, viewpoints and analyses of the author, Joshua Curtis providing such comments, and should not be regarded as a description of advisory services provided by Foundations Investment Advisors, LLC (“Foundations”), an SEC registered investment adviser or performance returns of any Foundations client. The views reflected in the commentary are subject to change at any time without notice. Nothing on this website constitutes investment, legal or tax advice, performance data or any recommendation that any particular security, portfolio of securities, transaction or investment strategy is suitable for any specific person. Personal investment advice can only be rendered after the engagement of Foundations for services, execution of required documentation, including receipt of required disclosures. Any mention of a particular security and related performance data is not a recommendation to buy or sell that security. Foundations manages its clients’ accounts using a variety of investment techniques and strategies, which are not necessarily discussed in the commentary. Any statistical data or information obtained from or prepared by third party sources that Foundations deems reliable but in no way does Foundations guarantee the accuracy or completeness. Investments in securities involve the risk of loss. Any past performance is no guarantee of future results. Advisory services are only offered to clients or prospective clients where Foundations and its advisors are properly licensed or exempted. For more information, please go to https://adviserinfo.sec.gov and search by our firm name or by our CRD #175083.
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