Who We Are
Let's Build a Plan, Together
For over 50 years, Karr Barth Associates has been an industry leader, helping families, businesses, and major corporations achieve their goals. As an office of Equitable Advisors, Karr Barth leverages the extensive reach of Equitable Advisors to provide outstanding service to its clients addressing their wealth management, insurance, estate and wealth transfer, and executive/corporate benefits needs.
At Karr Barth Associates, our focus is on your broad financial picture which enables us to provide more responsive and responsible planning. Our team works every day to advocate for our clients and ensure we are delivering value to all those who have entrusted their financial security with us. We aim to make a difference in the lives of others every day.
The Karr Barth Advantage
Karr Barth is in alliance with Equitable Advisors, and through their insurance affiliate, Equitable Financial Life Insurance Company (NY, NY) we help educators create the retirement of their dreams.
Our in-house Wealth Strategies Team is available to our financial professionals as a case consultation resource. Their experience covers life insurance, legal knowledge, estate planning strategies, investments, and more.
Our financial professionals have access to this game-changing tool that provides you with a straight-forward visual experience on how to reach your goals.
Years in Business
Focused on You
Why Choose Us?
We’re Committed to You
Karr Barth Associates strives to develop ongoing relationships with clients to help them review and revise their financial strategies through each life stage. The firm serves over 120,000** households and businesses throughout the tri-state area. With assets placed under management topping $11B**, as well as $29B** of life insurance in force, we are monikers of integrity when it comes to serving our clients’ needs.
When we aren’t serving our clients, we give back to our community. Our company both locally and nationally support hundreds of local charitable and philanthropic organizations through donations of time, money, and skills. About 20,000 Equitable* employees volunteer their time and skills in their neighborhood communities. At Karr Barth Associates, we have donated time and money to many organizations over the years, but most recently our efforts have focused on giving to the Cancer Center at the Children’s Hospital of Philadelphia (CHOP) by sponsoring, participating, and fundraising in their Parkway Run & Walk event and an annual toy drive for CHOP. Our branch and financial professionals support many other local charities.
*Equitable is the brand name of the retirement and protection subsidiaries of Equitable Holdings, Inc. and its family of companies, including Equitable Advisors, LLC (member FINRA, SIPC) (Equitable Financial Advisors in MI & TN).
Equitable Advisors is not affiliated with the Cancer Center at the Children’s Hospital of Philadelphia (CHOP).
**data as of 12/31/2022
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