Fit before economics
The most attractive deal terms cannot compensate for the wrong culture, support model, or degree of autonomy.
Who We Are
Kelmont is a principal-led business consulting and advisor-recruiting firm for established financial advisors considering the next chapter of their practice.
Josh Curtis
Founder
With 18 years across corporate finance, advisory, and strategy, Josh Curtis helps advisors understand the full economic and operating picture behind a potential move. He works directly with practice owners managing $20 million to $100 million, so the same person who compares the business, operating, and economic features also makes the introductions.
- 01Experience
- 18 years across corporate finance, advisory, and strategy
- 02Advisor scope
- Advisors managing $20 million–$100 million
- 03Working style
- Direct comparisons, relevant introductions, no associate handoff
Josh’s Working Principles
Purpose before introductions
Every introduction should connect to a defined objective—not simply expand a list of possibilities.
Clarity before motion
An advisor should understand the tradeoffs before momentum begins influencing the decision.
A note from the founder
“No team, no associates, no handoff. When you reach out, you work directly with the person who compares the options, makes the introductions, and keeps your stated priorities visible the whole way.”