Through Karp Capital Management, you can access resources from a number of large brokerage firms, while still receiving personal attention to address your unique needs. As a fee-only investment advisor, Karp Capital can deliver a wide range of financial products and services provided by different financial institutions to help meet your goals—no concealed biases, no hidden opinions.

By analyzing your current situation, objectives, timeframes, and tolerance for investment risk, Karp Capital can determine the financial strategies that are right for you. To help you achieve your financial goals, we can develop a sound, unbiased, carefully structured financial plan customized to your needs.

  • Financial Planning—Our financial planning services include investment strategy, diversification of concentrated stock holdings, cash flow management, insurance assessments, estate planning, retirement planning, and educational planning.
  • Retirement Plans—Karp can help you set up and manage an Individual Retirement Account (IRA), 401(k) rollover (IRRA), or Simplified Employer Retirement Plan (SEP).
  • Investment Accounts—Karp Capital can invest your assets to help deliver the income and growth necessary to support your financial plans. Investment vehicles include actively and passively managed mutual funds, individual securities, index funds, and separate account money managers.
  • Annuities—Karp Capital can help you determine if an annuity is right for you. We have access to a broad range of annuity products—fixed and variable returns and deferred or immediate payouts—that can help you achieve your financial goals.
  • Mortgages—Whether you need a loan for a new home, refinancing, construction, remodeling, or purchasing income or investment properties, Karp Capital can help you with every step of the loan process - from loan origination and underwriting to drawing documents and funding.

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