Broker Check

About Us

Finding Your Fit

Karen Maurer is a LPL Financial Advisor in Plymouth Massachusetts. Her mission is to help each of her clients Plan, Prepare, and Preserve their financial wellness by offering investment and wealth management services.

Client Centered

No one strategy fits everyone, which is why every client gets our undivided attention—from planning to execution to follow-up. We take a proactive approach to helping you develop a strategy to address your financial goals and objectives, using the most efficient methods available.

Recognizing that everyone encounters challenges along the way, we strive to anticipate and address those situations as they occur. We want to keep you on track toward a meaningful and purpose-driven financial future.

We invite you to check out all the material on our website. If you have any questions, please send us an email or call the office. We look forward to speaking with you.

Karen is married, and has 4 children and 7 grandchildren in her family. She loves to garden, hike and watching football, listening to live music, attending sporting events and enjoying her family.

Suggested Content

<p>Saving for College</p>

Saving for College

This calculator can help you estimate how much you should be saving for college.
Learn More
<p>Financial Aid for Students 101</p>

Financial Aid for Students 101

Help your college-bound child explore scholarships, grants, and more with this article on paying for higher education.
Learn More
<p>Immediate vs. Deferred Annuities</p>

Immediate vs. Deferred Annuities

Looking forward to retirement? It's critical to understand the difference between immediate and deferred annuities.
Learn More