Karr Barth Associates is a wealth management financial services firm and the Philadelphia Branch for Equitable Advisors. At Karr Barth Associates, our focus is on your broad financial picture which enables us to provide more responsive and responsible planning.  This process, along with an unmatched internal support staff and the backing of Equitable, helps to ensure that every facet of your plan works together to address and reach your individual, family, or business financial goals.  We aim to make a difference in the lives of others every day.

Securities offered through Equitable Advisors, LLC (NY, NY (212) 314-4600), member FINRA, SIPC (Equitable Financial Advisors in MI & TN). Investment advisory products and services offered through Equitable Advisors, LLC, an SEC-registered investment advisor. Annuity and insurance products offered through Equitable Network, LLC, which conducts business in CA as Equitable Network Insurance Agency of California, LLC, in UT as Equitable Network
Insurance Agency of Utah, LLC, and in PR as Equitable Network of Puerto Rico, Inc.  Karr Barth Associates is not a registered investment advisor and is not owned or operated by Equitable Advisors or Equitable Network.

Insurance

Karr Barth Associates

Karr Barth Associates' headquarters in Bala Cynwyd, PA, United States

Brian Sharkey

Matthew Johnston

Dennis Long

John Teti

The Management Team at Karr Barth Associates is responsible for overseeing and guiding the firm’s strategic direction, ensuring compliance with regulatory standards, and maintaining operational efficiency. Comprised of senior-level executives and specialized managers, the team focuses on driving business growth, enhancing client relations, managing recruitment and onboarding processes, and optimizing technological infrastructure. Their combined efforts ensure a cohesive approach to wealth management, aligning the firm's services with clients' financial goals and maintaining the firm's commitment to excellence.

Management Team

The Leadership Team at Karr Barth Associates is responsible for setting and executing the strategic vision of the firm, overseeing the operations of various divisions, and ensuring alignment with the company’s mission to provide comprehensive financial planning and wealth management services. They drive growth, mentor staff, ensure client satisfaction, and uphold regulatory compliance, all while leveraging the support of Equitable Advisors.

Leadership Team

The Financial Advisory team at Karr Barth Associates works closely with clients to develop and implement personalized financial plans that align with their individual, family, or business financial goals. Comprised of Financial Professionals and Certified Financial Planner™ Professionals, the team provides expert guidance on investments, retirement planning, insurance, and estate planning, leveraging the comprehensive resources and support of Equitable Advisors. They ensure that every aspect of a client’s financial strategy is cohesive and responsive to their evolving needs.

Karr Barth Associates

Org chart

Teams

Management Team

Leadership Team

Financial Advisory

Offices

Karr Barth Associates

Org chart

Teams

Management Team

Leadership Team

Financial Advisory

Offices

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