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.

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Here to serve

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


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See the big picture

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


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Keeping you informed

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


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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
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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