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Meet The Team

Michael Fiori

Michael J. Fiori
CFP®, CLU

  • Partner

Michael J. Fiori

Michael J. Fiori CFP®, CLU has built a financial planning business which focuses on individuals, families, and business owners seeking to achieve their financial goals.  Since joining Karr Barth Associates in 2006, Michael has worked with his clients to develop creative customized strategies for growing, protecting and transferring wealth.

Michael graduated in 2006 from West Chester University with a B.S in Finance.  He continued his education at the American College where he attained his Chartered Life Underwriter certification.  Lastly in 2010 as a part of his continued commitment to lifetime learning, Michael completed the requirements to become a Certified Financial PlannerTM professional.

Michael is a Registered Representative and an Investment Advisor Representative with Equitable Advisors, LLC   holding FINRA Series 7 and 66 registrations in addition to holding a life and health insurance broker license.

Michael is a partner with Karr Barth Associates, Private Client Group Advisors. The practice focuses in areas such as:  Retirement Planning, Income/Estate Tax Minimization Strategies, Education Funding, Business Protection Strategies and Wealth Management.

The team utilizes an in-depth assessment process to formulate a client-specific strategy to prioritize goals and designed to meet client objectives.  He works with his partners to help ensure clients are provided with access to the financial capabilities they deserve.

Michael lives in South Jersey with his wife, Caitlin and his son Michael.  He enjoys traveling, sports, and coaching.

CFP® and CERTIFIED FINANCIAL PLANNERTM are certification marks owned by the Certified Financial Planner Board of Standards, Inc. These marks are awarded to individuals who successfully complete the CFP Board’s initial and ongoing certification requirements.
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    Bala Cynwyd, PA 19004

Securities offered through Equitable Advisors, LLC (NY, NY 212-314-4600), member FINRA/SIPC (Equitable Financial Advisors in MI & TN). Investment advisory products and services offered through Equitable Advisors, LLC, an SEC registered investment advisor.  Annuity and insurance products offered through Equitable Network, LLC, which conducts business in CA as Equitable Network Insurance Agency of California, LLC, in UT as Equitable Network Insurance Agency of Utah, LLC, in PR as Equitable Network of Puerto Rico, Inc.  Equitable Advisors and its affiliates do not provide tax or legal advice. Please consult your tax and legal advisors regarding your particular circumstances.  Individuals may transact business, which includes offering products and services and/or responding to inquiries, only in state(s) in which they are properly registered and/or licensed. The information in this website is not investment or securities advice and does not constitute an offer. For more information about Equitable Advisors, LLC you may visit https://equitable.com/crs to review the firm’s Relationship Summary for Retail Investors and General Conflicts of Interest Disclosure.

Karr Barth Associates, Private Client Group Advisors is not a registered investment advisor and is not owned or operated by Equitable Advisors or Equitable Network.

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