Our Mission
At Excelsior Advisor Network, our mission is to support and empower financial advisors by providing the tools, flexibility, and resources they need to grow their practices. We believe in helping advisors deliver the best client service by offering innovative technology, operational support, and a collaborative community.
Our Approach
As a network designed for financial advisors, we offer a flexible platform that allows you to run your business the way you want. Whether you’re transitioning from another firm or looking to scale, we provide the technology, compliance, marketing, and operational support to help you succeed. We take care of the details so you can focus on your clients.
Our Commitment
Our commitment to advisors is built on trust, transparency, and growth. We aim to reduce red tape, provide top-tier technology, and ensure that advisors have the tools to increase earnings and serve clients better. With higher payouts and fewer management layers, Excelsior allows you to maximize your practice’s profitability.
Our Team
Matt Curley
Chief Executive Officer
Contact Matt Curley
Matt Toelke
Advisor Transition Specialist
Contact Matt Toelke
Max Rathman
National Director of Branch Development
Contact Max Rathman
Our Story
Matt Curley earned his MBA from the University of Chicago Booth School of Business, where he was inspired by the entrepreneurial spirit of his peers, professors, and alumni. His time at Booth, coupled with senior leadership roles in wealth management and a passion for improving advisors’ ability to grow their practices, led to the creation of Excelsior Advisor Network.
Recognizing a gap in the industry, Matt saw that many firms either offered rigid, outdated systems or lacked the personal support advisors needed to thrive. Neither approach fully addressed the evolving needs of modern financial advisors. Matt envisioned a new type of platform—one that would seamlessly integrate cutting-edge technology with high-touch, personalized service.
Matt Toelke, our Advisor Transition Specialist, brings over 12 years of experience to Excelsior. With his extensive work at Charles Schwab and Fidelity, Matt understands the complexities of transitioning advisors from other firms and scaling practices. His expertise ensures that advisors can move forward with confidence, knowing they have the right support.
Today, Excelsior Advisor Network stands as a testament to our commitment to helping advisors grow their businesses. By offering flexible platforms, advanced technology, and personalized solutions, we empower advisors to build something special for themselves and their clients.
