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About

WHAT WE DOA Tradition of Integrity and Service

WHAT WE DO
A Tradition of Integrity and Service

Karr Barth Associates was built on the principle that financial guidance should be as unique as the individuals we serve. Whether you are a new investor, preparing for retirement, or creating a legacy for the next generation, you deserve to work with mission-driven professionals who treat your objectives as their own.

ABOUT USA Team That Understands You

ABOUT US
A Team That Understands You

Our team is composed of mission-driven individuals who are committed to the long-term success of our clients. We continuously learn and adapt to ensure we remain a reliable resource for you, providing the steady support needed to navigate both expected milestones and life’s unexpected transitions.

About Us
Our History

Our Corporate History

1859

Henry Hyde founded the Equitable Life Assurance Society.

1917–1918

Equitable waived the industry prohibition against paying death benefits to men in battle during World War I.

1930s

During the Great Depression, Equitable paid 99% of death claims within 24 hours.

1941–1945

During World War II the company again waived restrictions on battle death benefits.

1967

Karr Barth was founded as the Philadelphia branch by George Karr and Bob Barth.

1992

AXA made its initial investment in Equitable.

2001

AXA Equitable pledged over $10 million for 9/11 disaster relief.

2003

The AXA Achievement Scholarship launched, awarding over $1M annually to students.

2008

Karr Barth began supporting the Children's Hospital of Philadelphia Cancer Center.

2010

AXA Equitable launched Structured Capital Strategies, the first buffered annuity.

2016

Karr Barth celebrated its 50th anniversary.

2019

The firm moved to its new office at 1 Belmont Ave in Bala Cynwyd.

2020

AXA Equitable officially changed its name to Equitable.

Equitable is the brand name of the retirement and protection subsidiaries of Equitable Holdings, Inc., including Equitable Financial Life Insurance Company (NY,NY) Equitable Financial Life insurance Company of America, an AZ stock company and Equitable Distributors, LLC. Equitable Advisors is the brand name of Equitable Advisors, LLC (member FINRA, SIPC) (Equitable Financial Advisors in MI and TN). 

Equitable Advisors is not affiliated with the Cancer Center at the Children’s Hospital of Philadelphia (CHOP)

RESOURCES

Learn more
What if instead of buying that vacation home, you invested the money?
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Individuals have four basic choices with the 401(k) account they accrued at a previous employer.
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There have been a number of changes to Social Security that may affect you, especially if you are nearing retirement.
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Understanding some basic concepts may help you assess whether zero-coupon bonds have a place in your portfolio.
Learn More

Are you ready?
Take the First Step

If you believe you could benefit from working with a financial professional, let’s review your portfolio, financial trajectory, and goals to see if you’re a good match for our practice.

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