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.

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