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.

Karp Capital offers a wide array of financial planning and asset management services for businesses and individuals.

For Businesses:

A well-designed plan can meet many current as well as future goals of an employer. A variety of plan features can be used to tailor a plan to better meet the interests of the company and the employees to reach their financial goals for retirement. Learn More.

  • 401(k)
  • Profit-sharing Plans
  • Nonqualified Deferred Compensation Plans

We coordinate and provide comprehensive support for all of the components associated with your retirement plan. You will receive local, personalized and cost-sensitive attention. Our services include:

Retirement Plan and Vendor Evaluation — a thorough examination of your needs to provide a customized plan designed specifically for your company's unique goals and objectives with flexible and prudent investment options.

Implementation — timely and smooth installation or conversion of your retirement plan accompanied by an effective employee communications program.

Ongoing Service and Support — continuous education, investment performance reviews and consulting services. We respond to your needs.

Compliance — annual compliance reviews that conform to ERISA, IRS and DOL guidelines.

For Individuals:

  • Financial planning
  • Retirement plans
  • Investment accounts
  • Mortgages
  • Annuities