Karr Barth Associates, located in Bala Cynwyd, PA, is an industry-leading financial planning firm that has been helping families, businesses, and major corporations achieve their goals for over 50 years. As an office of Equitable Advisors, they offer a wide range of services, including wealth management, insurance, estate and wealth transfer, and executive corporate benefits planning. With a focus on providing responsive and responsible planning, their dedicated team works tirelessly to advocate for their clients and deliver value in every aspect of their financial security.
Karr Barth Associates is committed to building ongoing relationships with their clients, assisting them in reviewing and revising their financial strategies throughout each stage of life. With over 120,000 households and businesses served in the tri-state area, and assets under management exceeding $11 billion, they are known for their integrity and dedication to meeting their clients' needs. Additionally, Karr Barth Associates actively gives back to the community, supporting numerous local charitable and philanthropic organizations through donations of time, money, and skills.
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