Track Record = Experienced Know-How

Founded in 1993, Karp Financial Strategies was established by Jeff Karp to empower clients through a comprehensive approach to their financial lives.

For over 25 years, our personalized, independent, objective advice has guided clients like you. Our clients reside in all parts of the country and include single and multi-generational relationships served over decades.

As an investment advisor representative with LPL Financial, Karp Financial Strategies has the backing of the nation’s leading independent financial services firm* publicly traded on NASDAQ. We are aligned in a belief that objective financial guidance is paramount to being fiscally responsible in service to our clients.

With a track record for being on the leading edge in tools, technology, and resources, we bring you solutions and recommendations that are focused on meeting your specific needs.

*As reported by Financial Planning magazine, June 1996-2019, based on total revenue.