Michael W. Norton, ChFC, CLU, RICP
“My work is focused on intelligent investing of your serious money. We practice an academic research based approach that captures the dimensions of expected return while keeping costs and taxes in-check.”
“I am passionate about making a difference in the lives of the people I work with.”
Mike is Executive Vice President of Karr Barth Associates, Inc. and partner and Co-Founder of Integrated Financial Strategies Inc., established in 1992. Mike and his team provide comprehensive financial planning and wealth management services to corporate executives and other financially successful individuals.
With a degree in Business Administration from Drexel University, Mike was a Human Resources Management practitioner before joining Karr Barth in 1988.
Mike holds Chartered Financial Consultant and Chartered Life Underwriter, and Retirement Income Certified Professional designations from American College in Bryn Mawr, PA, and holds Series 7, Series 63, and Series 65 securities licenses. Retirement Planning Specialist title was awarded by AXA Advisors, upon completion of a Certificate in Retirement Planning from the Wharton School of the University of Pennsylvania.
Mike and his wife Susan live in Haddonfield, NJ and are the proud parents of a Teacher, a Doctor, and a Sales Representative.