Karp & Associates is a performance- and people-focused independent financial advisory firm that works with institutions as well as small businesses, families, and individual investors who want an experienced guide to help them navigate financial markets and plan for their futures. Founder and President David Karp began his career in financial services in the 1980s, offering fixed annuities to school board employees via their 403b plans. In the next decade, he expanded his business to offer mutual funds and eventually transitioned to work as a fee-only advisor.

When the 2008 financial crisis hit David and his clients, the losses they experienced spurred him to research and develop his own strategies in hopes of protecting them against future market downturns. Now, Karp & Associates continues to offer strategies of David’s design, and he constantly researches and improves his offerings to ensure that his clients feel supported in their financial lives.