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.
  • 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.
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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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