Guidance grounded in the whole picture.
Behrend Wealth Management is a planning-first practice built on long relationships, careful listening, and decisions made in context.
Curtis Behrend, CFP®
A decade-plus of experience, applied one relationship at a time.
Curtis is a dedicated financial advisor with a passion for helping families, individuals, and business owners address their financial goals. Since beginning his career in 2012, he has built his practice on the belief that advice should be shaped around the client—not the product. When the industry standard wasn't enough, Curtis chose to go against the grain to offer what was truly best for the people he served.
That commitment to honest, client-centered guidance remains the core of his work today. As a CERTIFIED FINANCIAL PLANNER™ professional, Curtis prioritizes each client's needs over any product or transaction. His faith and family are the cornerstones of his life, and they inspire him to help others find more confidence in the financial future for their own loved ones.
Personalized
Advice shaped around your goals and circumstances, never a template.
Holistic
Every financial decision considered in the context of the whole picture.
Straightforward
Plain language, clear reasoning, and no pressure to decide today.
Long-term
A relationship measured in decades, not transactions.
