Empowering You with Financial Advice & Planning
With Financial Planner Kara Lewis, ChFC®, AAMS™, CRPC™ — dedicated to empowering individuals, families, and business owners through personalized financial planning services.
20+
Years of Experience
ChFC®
Chartered Financial Consultant
AAMS™
Accredited Asset Management Specialist
CRPC™
Chartered Retirement Planning Counselor
Welcome
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.
Check the background of this firm and its investment professionals on FINRA's BrokerCheck.
"Financial planning is deeply personal. It's about your dreams, your family, and the life you want to build."
— Kara Lewis, ChFC®
What I Offer
Comprehensive Financial Services
Tailored strategies and services designed around your unique goals, circumstances, and vision for the future.
Financial Planning Services
Comprehensive financial planning to help you discover, plan, and aim for your long-term financial goals with personalized strategies.
Investment Management Services
Experience in managing and growing your wealth using a wide array of options for investment products and alternatives.
Estate Planning Services
Preserve what matters most and ensure your legacy is passed on according to your wishes, with smart strategies for tax mitigation.
Why Choose Us
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 & Self-Employed
I value independence and have curated a practice devoted to freedom of choice — ensuring my recommendations are always in your best interest.
Continuous Learner
My commitment to ongoing education helps to ensure the most current guidance and solutions suited specifically for you.
Contagiously Positive
My approach is grounded in optimism. I'm here to support you every step of the way with encouragement and clarity.
Credentials
Industry-Leading Designations
ChFC®
Chartered Financial Consultant
AAMS™
Accredited Asset Management Specialist
CRPC™
Chartered Retirement Planning Counselor
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.
COMPANY
SERVICES
CONTACT
© 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.