About​

Karsten Kaczmar

I help high net worth individuals who feel torn between wanting to do good with their investments and wanting what’s best for their financial goals…

Does that sound familiar?

I’ll work with you to create a plan, a path, a portfolio, and ongoing guidance to help you foster financial freedom AND positive social-environmental impact, simultaneously.

I began in Finance as a commission-based advisor, then transitioned to Merrill Lynch, but found the corporate structures conflicted with my desires to help my clients align their investments with their moral compass.

My focus has always been conflict-free, client-focused advice.

As a strictly fee-based Investment Advisor Representative, I am able to help my clients transform their financial lives without feeling the conflict of commissions—or the need to compromise on my clients’ values in order to fit them into pre-designed financial products, like most of the industry does.
I head up the ESG and Social Impact Research at Vantage, and show my clients strategies to maximize both returns and impact at once.

Your financial future and value system can and should harmonize.

Click below to schedule a complimentary 45-minute Financial & Social-Impact Analysis, where I will walk you through strategies to harmonize your financial goals with your dreams for a better world.

Karsten

mission​

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vision​

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values​

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