Financial Guidance and Support to Help You Live, Learn, and Grow

With a family history rooted in hospitality, Karampatsos & Associates offers dedicated guidance, coaching, and planning.

Multi-faceted financial plans carefully made to match your goals.

Your needs and goals help us put together a comprehensive plan, served with a healthy portion of education, so you know exactly how and why this plan is right for you.

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Retirement Planning

Learn how to plan for the next phase of life.

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Investment Planning

Learn how to create wealth through investing.

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Estate Planning

Learn how to build a legacy for your loved ones.

Financial Services

Tax strategies prepared precisely for you.

By working with you, we create strategies to help minimize your tax liability, which is a critical ingredient to maximizing income and building wealth.

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Income
Taxes

Learn how to keep more money in your pocket.

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Business
Taxes

Learn how to minimize your tax liabilities.

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Estate
Taxes

Learn how to protect your legacy.

Tax Services

Full service means you always have our full attention.

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We focus on the big picture, while staying committed to providing five-star service and paying attention to the small details. And we offer you guidance, coaching and planning for every part of your life.

Here to serve

Whether you’re trying get your finances in order or build long-term wealth, we’re here to help.


See the big picture

We prepare a comprehensive plan tailored to your needs and goals.


Keeping you informed

We feed you with pertinent information and education to keep you on top of your financial plan.


In your corner

We are driven to continually find ways to make your financial life better.


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A commitment to service runs in our family.

Having started out in the hospitality industry, the team at Karampatsos & Associates is focused on delivering exceptional service. Doris Karampatsos, who started in the business 25 years ago, is a mother of five and can’t help but treat every client like they are a member of her family.

Meet Our Team

Doris Karampatsos

Owner, CERTIFIED FINANCIAL PLANNER®

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Christopher Karampatsos

Investment Associate

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We are ready to serve you.

Whether you’d like to better manage cash flow, create a retirement plan, or are looking for the recipe to build long-term wealth and protect your legacy, we’re here to help you.

Contact Us