Focus

As a Financial Advisor, my team and I help manage assets for individuals, trusts, retirement plans, charitable organizations, small businesses and credit unions. Through a long-term investment approach, we help clients develop and implement strategies for building wealth and realizing goals. Our mission is to provide objective and timely financial advice and guidance — with the highest level of professional service — in building and preserving wealth for clients.

Education & Personal Achievements

• CERTIFIED FINANCIAL PLANNER^TM

• National Football League Players Association (NFLPA) Registered Player Financial Advisor

• Forbes Best-In-State Wealth Advisors for 2021, 2023 & 2024*  

• Rensselaer Polytechnic Institute – MBA

• The Ohio State University - Bachelor's degree in communications

• Ed often speaks at colleges, universities, high schools, and to other civic organizations on topics such as: Investment Strategies, Economics, Marketing, and Finance

Away From The Office

Active in the local community, I have participated in many civic and community organizations, including: Pee Wee football coach, Cullman Child Development Center, Sidney Chamber of Commerce, Sidney and Oneonta Rotary, Vision 21, and various General Clinton Canoe Regatta committees.






Ed Curley with Megan Roberts. 

National Champions for 2024 in the Mixed division.

Race was held on August 11, 2024  in Warren PA on the Allegheny River.




*2024 Forbes Best-In-State Wealth Advisors: 2023 Forbes Best-In-State Wealth Advisors: 2024 Forbes Best-In-State Wealth Advisors: Awarded April 2024; Data compiled by SHOOK Research LLC based on the time period from 6/30/22 - 6/30/23 (Source: Forbes.com).2023 Forbes Best-In-State Wealth Advisors: Awarded April 2023; Data compiled by SHOOK Research LLC based on the time period from 6/30/21 - 6/30/22 (Source: Forbes.com). 2021 Forbes Best-In-State Wealth Advisors: Awarded February 2021; Data compiled by SHOOK Research LLC based on the time period from 6/30/19 - 6/30/20 (Source: Forbes.com). Forbes Best-The Forbes Best-in-State Wealth Advisors rating algorithm is based on the previous year’s industry experience, interviews, compliance records, assets under management, revenue and other criteria by SHOOK Research, LLC. Investment performance is not a criterion. Self-completed survey was used for rating. This rating is not related to the quality of the investment advice and based solely on the disclosed criteria.

Focus

I am dedicated to helping individuals and businesses develop financial and investment strategies that line up with their needs, goals, and risk tolerance. My mission is to provide every client with targeted, comprehensive financial advice and portfolio strategies– delivered with the highest level of personal service and integrity.

Education & Personal Achievements

Bachelor’s degree from the Pennsylvania State University in Communication with a Business minor

Joined the Burden Curley Financial Team at Wells Fargo Advisors in June of 2015 with the purpose of helping clients with their immediate and long-term financial goals

General Securities Representative Series 7 and the Uniform Combined State Law Examination Series 66 registrations. Licensed in New York for life, accident and health insurance.

Help individuals navigate through retirement and retirement plans, investments, trusts, charitable organizations and estate planning. Also work with clients to assist in their insurance needs and offer access to lending services through Wells Fargo affiliates. We design investment strategies targeted to your specific needs and goals.

We offer a range of retirement plans that businesses or self-employed individuals can use, including money-purchase pension plans, profit-sharing plans, defined-benefit plans, traditional 401(k) plans, and safe harbor 401(k) plans.

Away From The Office

I spend my free time with my wife, Kelsey, our son, Zayden and our daughter, Emsley. I am dedicated to furthering the development of our local community. I am a former President of the Sidney Rotary Club. I am on the Sidney Central School District Board of Education, the Sidney Central School District Alumni Association Board, the Sidney United Way Board of Directors, and assist with the Sidney football programs.

Focus

I provide comprehensive investment planning. If a working relationship is developed, I can work with you to help you achieve your goals.

Experience & Education

For over ten years, I have helped clients address their financial concerns and develop strategies by focusing on each individual's specific needs. With experience throughout major shifts in the markets, I have dedicated my career to delivering the personalized investment planning services my clients deserve.

As a Financial Advisor, I am dedicated to helping individuals and businesses develop financial and investment strategies that line up with their needs, goals and risk tolerance. My mission is to provide every client with targeted, comprehensive financial advice and portfolio management strategies - delivered with the highest level of personal service and professional integrity. I strive to help each one of my clients plan for a financial future in a way that best meets his or her goals. In addition to helping my clients, I am committed to helping my community.

Away From The Office

I spend my free time with my husband, Chad, a Licensed Clinical Social Worker, and three children, Carter, Brayden and Parker. We are a very active family, and enjoy basketball, baseball, soccer, hiking and biking.

Focus

With over 15 years of providing exceptional client service I strive to ensure that our clients' administrative and operational needs are handled accurately and quickly.

Role

My responsibilities include handling the day-to-day administration of accounts, including opening new accounts, updating existing account information, managing transfers and answering questions regarding statements and other service related items.

Away From The Office

My husband Jim and I have 2 adult daughters and live in Oneonta. In my free time I enjoy gardening, cooking and spending time with family and friends.