Strategic Associations

We are proud to support some of the industry’s most dynamic firms. They have all chosen to associate with Karr Barth to support their growth, brand, independence and, above all, a superior client experience.

Firstrust Financial Resources

Conshohocken, PA

At Firstrust Financial Resources (FFR), we help to ensure your financial security. As a client of Firstrust Financial Resources, you have many valuable resources at your convenience. But we think there’s one that’s most valuable of all: Confidence.

RubinGoldman and Associates

RubinGoldman and Associates

Bala Cynwyd, PA

RubinGoldman and Associates works with some of America’s most affluent families, by helping them to measurably improve the efficiency of their Wealth Transfer and Charitable Planning Strategies. Discussions include issues related to Business Succession, Liquidity, the effects of Taxes, Multi-Generational Wealth Management, Social Legacy and Risk.

A.P. Lubrano & Company, Inc.

Paoli, PA

At APL, our diverse team provides transparent support and services in the areas of Wealth Management, Portfolio Management, Relationship Management, Risk Management, and Group Retirement Plans.

Karr Barth Administrators

Bala Cynwyd, PA

Karr Barth Administrators, Inc. is a national leader in nonqualified executive benefit plan design, funding, and administration.  For more than 45 years, large companies across the U.S. have relied on our experience and innovative strategies to help attract, retain, and reward their most critical employees.

Educated Wealth Strategies

Easton, PA 18045

Educated Wealth Strategies is a comprehensive financial services firm dedicated to the unique planning needs of teachers, administrators, education professionals and their families.

Integrated Financial Strategies, Inc.

Bala Cynwyd, PA

Integrated Financial Strategies Inc. (IFS) is a financial planning and wealth management firm with clients who are corporate executives, owners of closely held businesses, high net worth families, and pension plan trustees. Financial consultants of Integrated Financial Strategies, Inc. provide broad-based financial planning and  (wealth management) by offering investment advisory products and services.

The Rockland Group

Bethlehem and West Reading, PA

The Rockland Group is committed to deliver high quality, value oriented financial services that address both business and personal financial needs, educate our clients, and stand ready to coordinate with all other professionals in the planning process.

The Philadelphia Wealth Management Company

Bala Cynwyd, PA

With over 40 years of combined experience, The Philadelphia Wealth Management Company focuses in the areas of  retirement and estate planning strategies as well as distribution and wealth transfer. By leveraging technology and our team-oriented approach, our ultimate goal is to financially guide you and your family across generations.

Oak Financial Partners

Cherry Hill, NJ

At OAK Financial Partners, our capabilities and experience, together with our team approach, allow us to offer our clients a wide-range of financial products and services including investment analysis and strategies, customized executive benefits programs, and detailed risk management reviews.

Franklin Group Financial Services

Bala Cynwyd, PA

Benjamin Franklin was ambitious, strategic, innovative, and intellectual. He was a problem solver, an educator, and a lifelong learner. Franklin embodied hard work, persistence, truth, thrift, and financial wellness. In all, he created value and made a difference in the world. It is not by accident that we honor Benjamin Franklin as our namesake. At Franklin Group Financial Services, we believe that it is imperative to demonstrate competency, drive innovation, deliver value, and earn trust in all that we do. Franklin would do no less.

Karr Barth Administrators, Inc. is not affiliated with Equitable Advisors. 

FIrstrust Financial Resources, RubinGoldman and Associates, A.P. Lubrano & Company, Inc., Educated Wealth Strategies, Integrated Financial Strategies, Inc., the Rockland Group, The Philadelphia Wealth Management Company, and Oak Financial Partners are not registered investment advisors and are not owned or operated by Equitable Advisors or Equitable Network.