About Delmarva Private Planning

Trusted financial guidance grounded in experience, integrity, and a genuine commitment to your success.

Check the background of this firm and its investment professionals on FINRA's BrokerCheck.

Hi There!

Meet Kara Lewis

I am Kara Lewis, a seasoned financial advisor with decades of experience, dedicated to empowering individuals and business owners through personalized financial services. Holding industry designations like CHFC, CRPC, and AAMS, I am committed to helping my clients unlock the potential of their finances.

My career is guided by values of independence and continuous learning, ensuring that I stay at the forefront of industry trends. With 28 years of marriage, I balance my career with a rich family life, bringing a compassionate and understanding approach to financial planning. As the driving force behind Delmarva Private Planning, I'm eager to continue building meaningful relationships and fostering financial success stories within the community and beyond.

Our Philosophy

Our Values

The principles that guide every client relationship and financial recommendation.

Independent & Self-Employed

I value independence and have curated a practice devoted to freedom of choice for my clients.

Continuous Learner

My commitment to ongoing education helps to ensure I provide guidance and solutions suited for you.

Relationship-Based

I help coach rather than direct you, so you control the journey with a financial advisor by your side.

Contagiously Positive

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

Ready to Take the Next Step?

Schedule a virtual consultation with Kara and start building a financial plan that empowers your future.

Empowering you with financial advice and planning services.

© 2026 Delmarva Private Planning. All Rights Reserved.

Securities and advisory services offered through LPL Financial, a registered investment advisor, Member FINRA/SIPC. Insurance products offered through LPL Financial or its licensed affiliates.

The LPL Financial registered representative associated with this website may discuss and/or transact business only with residents of the states in which they are properly registered or licensed. No offers may be made or accepted from any resident of any other state.

CRPC conferred by College for Financial Planning.