Putting Our Experience To Work For You

WhoWeAre2Bob Karn and Jim Couzens co-founded our firm in 1987, joining together to provide personalized financial planning services for individuals and families.

The firm was a successor to the pension consulting firm Pension Associates Inc., which Bob’s father, Martin Karn, started in 1963. Jim joined Pension Associates in 1972 and Bob joined in 1983, when the firm was called Martin Karn Associates. Martin Karn retired in 1987 and Jim’s son Jeffrey Couzens joined the firm in 1997.

Here is a brief look at our current team of financial advisers:

As Seen In Forbes, May 24, 2010

To schedule an appointment with one of our team members, please contact our support staff: