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Money Doesn’t Have to Be Complicated

Meet Karl

 

Karl has devoted over 35 years to delivering financial planning and investment advisory services to individuals, families, and family-owned businesses. Prior to his affiliation with Carson Wealth, Karl founded Strategic Wealth Partners, LLC, an independent wealth management firm located in Doylestown, PA. Nestled between Philadelphia and New York City, Strategic Wealth Partners served clients in the greater Delaware Valley and nationwide since its beginning in January of 2006. 

Karl majored in Economics and Accounting (BA) at Ohio Wesleyan University and was awarded the designations of Chartered Life Underwriter (CLU®) and Chartered Financial Consultant (ChFC®) by The American College in Bryn Mawr, PA in recognition of the completion of graduate-level coursework study in estate, financial, retirement, insurance and tax planning.

Throughout his career, Karl has served clients through nationally recognized wealth management firms, including Mellon Trust, Pitcairn Trust Company and Lincoln Financial Advisors, Inc. His focus has always been in helping clients define, prioritize and pursue the financial outcomes that they hope for.

*Karl also offers advisory services through Cetera Advisor Networks LLC, a registered investment adviser.

 

Passions:

Time with family and playing golf

Favorite holiday:

Easter

Place Karl would most like to visit:

The beaches of Normandy, France

Person Karl would most like to meet:

The Apostle Paul

Favorite Quote:

The True Gentleman by John Walter Wayland: “The True Gentleman is the man whose conduct proceeds from good will and an acute sense of propriety and whose self-control is equal to all emergencies; who does not make the poor man conscious of his poverty, the obscure man of his obscurity, or any man of his inferiority or deformity; who is himself humbled if necessity compels him to humble another; who does not flatter wealth, cringe before power, or boast of his own possessions or achievements; who speaks with frankness but always with sincerity and sympathy; whose deed follows his word; who thinks of the rights and feelings of others rather than his own; and who appears well in any company; a man with whom honor is sacred and virtue safe.”