Meet The Team

With over a decade of experience running a full-service financial services practice, Rick Gorsline dedicates his time to helping families and small businesses achieve their financial goals and navigate life events. He is a member of Karr Barth Associates, Private Client Group Advisors.  His process centers around holistic financial planning.  He analyzes cash flow and asset accumulation, helps to implement strategies to protect existing assets, and guides clients to distribute and/or transfer their assets efficiently. Rick’s process provides his clients with a well-rounded financial plan that gives them peace of mind knowing that their families or businesses, will be taken care of in the future.

Rick is a Certified Financial Planner™ and a licensed insurance professional.  In addition, he is a Registered Representative and Investment Advisor Representative with Equitable Advisors, LLC holding FINRA series 7 & 66 registrations. 

Rick attended Rider University in Lawrenceville, NJ where he earned his undergraduate degree in Communications.  His professional designation education was completed through the American College of Financial Services in King of Prussia, PA. 

Rick works closely with a team of financial professionals who specialize in all areas of financial planning. These partnerships allow him to draw on their experiences to help solve the broad array of challenges that his clients face daily.

Rick lives in Marlton, NJ with his wife Missy and their two daughters, Grace and Lily.