Curtis J. Pritchard

My name is Curtis J. Pritchard and I am the founder of Wexford Wealth Advisors LLC. I started my career in public accounting before managing my family’s business for ten years. During this time my passion for investing began. I have worked as a financial advisor at Merrill Lynch, NexTier Bank, and Janney Montgomery Scott. I became an independent financial advisor because I believe in a holistic approach to financial planning which is not beholden to a particular company or set of investment vehicles. We find unique solutions for each of our clients and tailor our financial plans to their individual needs. Please take a minute to fill out the contact information under the contact tab above and we will be in touch shortly to set up your initial consultation at no charge.

In the complex world of finance, it’s easy to become fixated on immediate numbers and lose sight of the bigger picture: What are you working toward, and how can a financial plan help you get there?

I believe thoughtful, detailed planning can help you create a life that you enjoy. My approach is centered around the idea that your "why" is just as important as the "how". From our initial meeting, I want to know what truly matters to you. Once I’ve established your goals, I’ll develop a personalized financial plan designed to meet your needs, wants, and lifestyle.

Beyond your initial plan, I am here to provide guidance for all aspects of your financial picture. By working together to improve your financial wellness, I aim to have a positive impact on you and your loved ones’ lives.

My Guiding Values

Knowledge

Use my range of skills, education, and industry experience to provide you with informed financial direction.

Support

Be your advocate, celebrate your wins, and help you stay on track to pursue your goals in a tax-efficient manner.

Integrity

My role as your trusted financial professional is one we don’t take lightly. I strive to meet every interaction with care and professionalism.