Karl Schwartz, CPA, CFP ^®

PRINCIPAL, SENIOR FINANCIAL ADVISOR

about me

You spend your days managing clients’ finances, while your own planning gets pushed to the bottom of the list. I help CPA owners, partners & future partners turn complex income, firm equity, and everything beyond investments into a clear, coordinated plan.

I’m Karl Schwartz, a CPA and CFP® professional, and I work with professionals whose financial situations are more complex than they look on paper. Between K-1 income, equity in your firm, buy-ins, and long-term exit decisions, there’s a lot to coordinate, and not much time to step back and think about it strategically.

That’s where I come in.

I will help you organize your finances, simplify complexity, and make proactive decisions about your income, equity, and future. I understand how you think, how you evaluate decisions, and where the blind spots can show up when you’re busy advising everyone else. I’ve been there.

My goal is simple: to give you a clear, coordinated plan so you can move forward with confidence—without having to figure it all out on your own. Through my work at Team Hewins, you also get the support of a full advisory team, bringing collaborative insight and a thoughtful, human approach to planning.

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real solutions for big decisions

We work best with mid-career executives and families navigating significant life transitions who want a fiduciary partner and CFP® professionals to turn financial complexity into a single, strategic view.

Whether you are managing an equity payout, stepping into a partnership promotion, moving through any stage of divorce, stepping up as a trustee after losing a loved one, or simply balancing multi-generational family needs, these milestones often bring scattered accounts and hidden tax complexities. We help you organize those moving parts into a unified, tax-optimized plan.

Typically managing $1M+ in investable assets, our clients look to our team of fiduciary CFP® advisors to simplify the noise. The success stories below showcase what that looks like in practice, giving you the clarity to move forward with confidence.