Karp Financial Advisors

At Karp Financial Advisors, Inc., our mission is to help individuals and families achieve financial independence and live the life they choose. With over 30 years of experience, we have established ourselves as a trusted financial services firm providing comprehensive financial planning strategies and investment management to our clients.

Our Mission Statement

Our goal is to create a personalized financial plan tailored to each client's unique needs and goals. We believe that financial independence is not just about accumulating wealth, but about living the life you want now and in the years to come. Our team of experienced financial advisors is dedicated to providing exceptional service and guidance to help our clients achieve their financial objectives.

Our Firm

Karp Financial Advisors, Inc. is a registered investment advisory firm based in St. Paul, Minnesota. Our founder, Timothy Karp, has been providing financial planning and investment management services to individuals and families since 1987. We are proud to have built a reputation for integrity, expertise, and personalized service.

Our Services

We offer a wide range of financial services, including:

• Retirement Planning: We help our clients develop a comprehensive retirement plan to ensure a comfortable and secure post-work life.
• Estate Planning: Our team helps clients create a personalized estate plan to protect their assets, minimize taxes, and ensure their legacy.
• Education Funding: We assist clients in saving for their children's education expenses and navigating the complex world of financial aid.
• Tax Planning and Preparation: Our experienced tax professionals provide comprehensive tax planning and preparation services to minimize tax liabilities and maximize savings.
• Investment Management: We offer customized investment portfolios designed to meet each client's unique financial goals and risk tolerance.
• Insurance Planning: Our team helps clients protect their assets with personalized insurance strategies.

Why Choose Us

At Karp Financial Advisors, Inc., we take pride in being a people-oriented business. We believe that building strong relationships with our clients is essential to providing effective financial guidance. Our team of experienced financial advisors is dedicated to delivering personalized service, expert advice, and tailored financial solutions to help our clients achieve their goals.