At Karp Financial Strategies, we strive to help our clients lead meaningful lives, and are passionate about helping you pursue your dreams.
Karp Financial Strategies Inc. was founded in 1993, with a goal of empowering our clients through a comprehensive approach to their financial lives. For over 20 years, our personalized, independent, and objective advice has guided our clients to make considered financial decisions. Our financial consultants are registered representatives with LPL Financial, one of the nation's leading financial services companies and a publicly traded company on the NASDAQ under ticker symbol LPLA. The firm’s mission is rooted in the belief that objective financial guidance is a fundamental need for everyone. LPL does not offer proprietary investment products or engage in investment banking activities; this means advisors affiliated with LPL are not pressured or influenced by LPL to sell its products. Thousands of financial advisors nationwide are able to rely on the firm’s tools and resources to help them provide financial guidance and recommendations to help meet their clients’ needs. For more information about LPL Financial, visit www.lpl.com.
Our Lake Norman office is located in a 107 year old home in Downtown Mooresville, which was meticulously restored by Jeff and Maryann Karp. (Read more about the story of our headquarters here.) The same vision and attention to detail that made the renovation a success, is at the core of every client relationship. We will do everything in our power to keep you focused on where you want to go, advise you on how to get there, encourage you to pursue your dreams, and celebrate your successes.
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