About Us

Who We Are

 

Karr Barth Associates Inc, founded in 1967, is one of over 145 U.S. Branch and District offices of Equitable Advisors. The Philadelphia branch for Equitable (then Equitable) began when George Karr was tapped to establish a new office in Philadelphia. Shortly after, George hired Bob Barth and they formed Karr Barth Associates as partners in 1974.

George W. Karr, Jr. and Robert Barth (dec), believed in delivering a superior experience for clients, advisors, and all its stakeholders.   George and Bob were pioneers in providing unparalleled support and resources to their advisors—including early-stage use of technology.  This culture of nurturing leaders and innovation continues today.  With over 400 advisors and associates, KBA remains an industry leader in the creation and preservation of wealth.  This year, Karr Barth celebrates it's 50th Anniversary of Making a Difference in the Lives of Others and looks forward to doing so for the next 50 years.

We are laser focused on the next 50 years. Are you interested in being part of the next exciting chapter?  If you are seeking financial guidance, please let us know how we can help-contact us.  If you're a high integrity individual contemplating a career in financial services,  let's have a conversation.  If you are a successful financial professional or group today, but are looking “for more” to bring your business to the next level, let's have that private discussion. Contact us.  

 

Client Commitment

Equitable Advisors strives to develop ongoing relationships with clients to help them review and revise their financial strategies through each life stage.

This commitment involves:

-Consultative meetings to examine a client's current situation and financial needs

-Education on a wide variety of financial subjects to help clients make informed decisions

-Development of strategies designed to help meet short-,medium-, and long-term goals

-Implementation of strategies through financial products and services appropriate to each individual's circumstances

Community Commitment

Equitable Advisors financial professionals and branch offices 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 our annual Philadelphia Triathlon that benefits the Cancer Center at the Children's Hospital of Philadelphia and our semiannual blood drives for the American Red Cross.

 

Famous Equitable policyholders include eight presidents, Babe Ruth, George Burns, J.D. Rockefeller, Walter Chrysler, and W.K. Kellogg

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. Equitable Advisors and its affiliates do not provide tax or legal advice. Please consult your tax and legal advisors regarding your particular circumstances. Individuals may transact business, which includes offering products and services and/or responding to inquiries, only in state(s) in which they are properly registered and/or licensed. The information in this web site is not investment or securities advice and does not constitute an offer.

Karr Barth Associates is not a registered investment advisor and is not owned or operated by Equitable Advisors or Equitable Network.

Equitable Advisors, LLC is an Equal Opportunity Employer M/F/D/V

For more information about Equitable Advisors, LLC you may visit equitable.com/crs to review the firm’s Relationship Summary for Retail Investors and General Conflicts of Interest Disclosure. Equitable Advisors and Equitable Network are brand names for Equitable Advisors, LLC and Equitable Network, LLC, respectively.

Link to equitable.com

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