Our Firm

We are a fee based Registered Investment Advisory Firm that will customize a financial plan unique to your financial needs. As a fee only advisor we get paid by the assets that we manage, as opposed to financial representatives who work on commissions and may have inherent conflicts of interest..  

The money manager David Karp draws on his thirty plus years' experience in developing strategies to optimize opportunities to grow and preserve your wealth.

Please call us if you have any questions about our firm or the range of financial products and services we provide. Our firm has a relationship with a variety of financial services companies, so if we don't have a product or service, we know a group that does.