As a business owner, you’re no stranger to hard work and big decisions. But when it comes to managing your finances—both for your business and your personal life—it can be overwhelming to navigate the complexities alone. That’s where we come in.

At The Thornberry & Curry Group, we specialize in financial planning for business owners like you. Whether you’re growing your company, planning for retirement, or looking to protect your family’s future, our team of experienced financial advisors is here to help you make smart, informed decisions every step of the way.

Why Choose Us?

Tailored Solutions for Business Owners

Your financial needs are unique, and so are our solutions. We take the time to understand your business, goals, and challenges to create a customized financial plan that works for you.

Comprehensive Expertise

From cash flow management and tax strategies to retirement planning and business succession, we offer a full suite of services designed specifically for entrepreneurs.

Simplifying the Complex

We know how busy you are running your business. That’s why we break down complex financial concepts into clear, actionable steps so you can focus on what matters most—growing your company and enjoying life.

Our Services

Business Financial Planning

• Cash flow analysis and budgeting
• Tax-efficient strategies
• Employee benefits planning
• Risk management and insurance solutions
• Retirement plans including 401(k), Cash Balance, Profit Sharing, SIMPLE IRA & SEP IRAs

Personal Wealth Management

• Retirement planning tailored to business owners
• Investment strategies aligned with your goals
• Estate planning to protect your legacy

Business Succession Planning

You’ve worked hard to build your business—now let us help you plan for its future. Whether you’re passing it on to family members or preparing it for sale, we’ll ensure a smooth transition that aligns with your personal and financial goals. Baird’s Business Owner Solutions team helps business owners navigate their unique transition challenges. We manage a tailored process to ensure a business transition meets the goals and objectives of our client. Check out some of their recent transaction here: Baird Business Owner Solutions Transactions.

Let’s Build Your Financial Future—Together

Running a business is demanding, but managing your finances doesn’t have to be. At The Thornberry & Curry Group, we’re passionate about helping business owners achieve peace of mind through expert financial planning.

Take the first step today—schedule a free consultation with our team of trusted advisors and discover how we can help you secure the future you’ve worked so hard to build.