Josh Curtis​

CEO & Senior Financial Advisor

Josh is a seasoned professional with two decades of experience in financial planning, tax planning, and investment strategy.

The approach he brings to EQB is diligence and personal responsibility. His promise is to invest your capital as carefully as he does his own, because he knows that your hopes for your family’s future are every bit as sacred to you as they are to his own.

Josh grew up on a dairy farm in rural Tennessee and played baseball at the University of the South. He couldn’t throw a 100 MPH fastball, but he did have stamina, movement, and a deep pitch arsenal. 

He values 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.

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.


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
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
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