UNLOCK the POTENTIAL of YOUR FINANCES

WITH FINANCIAL PLANNER KARA LEWIS, CHFC®, AAMS™, CRPC™

  • FINANCIAL PLANNING SERVICES

    Comprehensive financial planning with Kara to help you discover, plan, and aim for your long-term financial goals.

  • INVESTMENT MANAGEMENT SERVICES

    Expertise in managing and growing your wealth using a wide-array of options for investment products and alternatives.

  • ESTATE PLANNING SERVICES

    Let's preserve what matters most and ensure your legacy is passed on according to your wishes, with smart strategies for tax mitigation.

Kara Lewis

Empowering You with Financial Advice and Planning Services

Welcome to Delmarva Private Planning, where I'm dedicated to empowering individuals, families, and business owners through financial planning services. With industry-leading designations such as Chartered Financial Consultant®, Accredited Asset Management Specialist™, and Chartered Retirement Planning Counselor™, I bring a wealth of knowledge and an unwavering commitment to your long-term financial success.

RELATIONSHIP-BASED FINANCIAL Planning

My first goal is to get to know you. I’ve likely been in your shoes before as a parent, spouse, and business owner juggling it all. As a financial guide, I offer you choices to help you work toward a more peaceful and stable future. I help coach rather than direct you, so you control the journey with a financial advisor by your side.

⟡ Comprehensive Financial Planning Services: I’ll help you establish your goals and then provide tailored strategies and services to pursue them in the long term.

⟡ Investment Management Services: Gain an edge for your future through my expertise in managing and positioning your wealth - using a wide array of options for investment products.

⟡ Estate Planning Services: Ensure your legacy is protected and passed on according to your wishes, with smart strategies for tax mitigation and preserving your family’s wealth.

Why Choose Delmarva Private Planning?

Beyond my experience as a registered representative and my finance industry designations, choose me as your financial advisor because of the common values we share.

⟡ Independent and Self-Employed: I value independence and have curated a practice devoted to freedom of choice.

⟡ Continuous Learner: My commitment to ongoing education ensures I provide guidance & solutions suited for you.

⟡ Contagiously Positive: My approach is grounded in optimism, and I'm here to support you every step of the way.

SCHEDULE YOUR CONSULTATION

Ready to take the next step toward financial peace? Contact me to schedule a virtual consultation to unlock the potential of your wealth.