- Fee-Only Financial Services
- Comprehensive Financial Planning
- Free Initial Consultation
- Investment Management
- Retirement Planning
- Education Planning
- Elder Care Issues
- Estate Planning
- Insurance Analysis
- Charitable Giving and Trusts
- Planning for Business Owners
- Cash Flow and Budgeting
Philadelphia, PA 19103
Karen McIntyre is a NAPFA-Registered Financial Advisor.
NAPFA is the country's leading association of Fee Only Financial Planners.
What is "Fee Only Financial Planning," and why is it important?
As Managing Director and Senior Financial Advisor, Karen McIntyre provides financial planning and wealth management advice and services to our family of clients. She specializes in working with women, professionals and small business owners, as well as clients who are newly widowed or divorced. Karen is well versed in the income tax implications of executive compensation plans. Working with Wescott’s leadership and other professionals, she is also responsible for cultivating new client business.
Karen has more than 20 years’ experience in the financial services industry counseling wealthy families. Prior to joining Wescott, Karen served as a wealth advisor at a large national financial planning firm, where she focused on working with women in transition and upper level pharmaceutical executives.
She is a National Association of Personal Financial Advisors (NAPFA)-Registered Financial Advisor, having served as a NAPFA board member for the Northeast Mid-Atlantic Region, and is currently the Center City Philadelphia study group leader for the organization. She was also a virtual study group coordinator, a member of the Regional Conference Planning Committee and a volunteer with the NAPFA Money Bus, a traveling tour that helps educate consumers on the need to reduce personal debt while increasing savings. A member of the Financial Planning Association and its Media Response Team, Karen was chosen by Investment Advisor Magazine to serve as a board member for the inaugural Wealth Summit National Conference.
A volunteer with several community-based organizations that focus on children and literacy, Karen is a member of the board of Child Home and Community, a non-profit organization whose mission is to meet the physical, emotional and education needs of pregnant and parenting teens.
Karen has been a resource to journalists reporting on financial planning issues and has been quoted in several publications, including The Wall Street Journal, US News and World Report, Consumer Reports, Money Magazine, Entrepreneur and The Philadelphia Inquirer.
Karen received her bachelor’s degree in counseling psychology from Ithaca College, and is a registered trust representative and a Certified Financial Planner™.
She resides in Chalfont, Pennsylvania, with her husband, Bill McIntyre, and their son.