Karpf, White & Associates Wealth Management

Why Karpf, White & Associates Wealth Management

At our firm, we have the client—and only the client—in mind.


Our reasons for becoming financial professionals are deeply personal. We repeatedly saw many of our friends and family struggling to find the help they needed to map out their financial future. We are confident that with our understanding of personal finance, coupled with our training as financial professionals, we can help people better prepare for the future. After years in the business, we have developed a reputation for educating individuals in an easy-to-understand manner, so they can grasp personal finance and use those concepts to pursue their financial objectives. We feel a deep commitment to our community.

Over the years, we have found that a team approach can be an effective method to help clients who have a wide variety of needs as they maneuver through a complex financial-services world. We invite you to discover and experience the power of our services. We believe it has far-reaching benefits for our clients to get opinions from several sources with diverse backgrounds, education, and experience.

No one strategy fits everyone, which is why every client gets our undivided attention—from planning to execution to follow-up. We take a proactive approach to helping you develop a strategy to address your financial goals and objectives, using the most efficient methods available.
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Mark J. White

Wealth Management Advisor
Managing Partner
Meet Mark White

Russell P. Karpf

Wealth Management Advisor
Managing Partner
Meet Russell P. Karpf

Teresa Considine

Executive Assistant
Meet Teresa Considine

Robert Nachtsheim

Vice President
within CFO Solutions

Meet Robert Nachtsheim

Michael Taverner

Wealth Management Advisor

Meet Michael Taverner

Our team of professionals have over 62 years of collective experience

Regardless of your financial management needs, we have the skills
necessary to help you succeed.

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