Karp Financial Strategies is an independent financial advisory firm that partners with its clients to provide life and wealth planning. The firm operates on a fiduciary basis, meaning it is legally and ethically bound to act in its clients' best interests. Their services include comprehensive financial planning, investment management, retirement planning, estate planning, and insurance solutions. The team works through LPL Financial, a major registered investment advisor and broker-dealer, to offer a wide range of financial products and services.

Founded in

United States