Mission and Vision

Our mission is to advise our clients/families to make the best decisions regarding their need to

accumulate, protect and transfer their wealth. We work hard to understand each client's/families'

desires and concerns while being committed to providing on-going services that consistently exceeds

their expectations.

Karnish Financial Advisors
Providing a holistic approach to financial services

Karnish Financial Advisors is an independent financial consulting practice focused on catering to the individual needs of their clients. The practice is family-owned and operated by Casimir J. Karnish and his wife, Colleen P. Karnish operations manager. The firm is celebrating its 27th anniversary in 2025. Casimir Karnish said “It has been an honor to serve our clients financial needs for over 26 years now and we look forward to personally serving them in 2025.”

Karnish Financial Advisors operates through LPL Financial, which is the nation’s largest independent broker dealer, as reported in Financial Planning magazine June 1996-2025, based on total revenues. This avenue allows Karnish Financial to provide the best of both worlds for their clients—differentiated resources and personalized service, customized for the needs of each individual client.

“We believe that by developing a deeper relationship with our clients, we will be better able to guide them in pursuing their unique needs, wants, and goals,” said Casimir. “We treat each client like family, and we work tirelessly to assist our clients in the creation and preservation of multi-generational wealth.”
The cornerstone of Karnish Financial Advisors is the personal level of service that they offer. They create, monitor, and maintain customized financial plans for affluent individuals, families, and businesses.
“We recommend individualized financial plans for each client,” said Colleen. “With a goal to various products and services to adapt to the needs of our individual clients.”

Some of the services offered by Karnish Financial Advisors include investment planning, retirement planning, risk management, cash flow, budget, assistance to loved ones, assist in income tax planning and estate planning, charitable giving, asset allocation, social security review, annuities, life insurance, education, and college planning.

While Karnish Financial Advisors serves a number of clients in Venango County, they also assist clients throughout the United States. Being available to clients 24/7 is a priority for Casimir. He is able to access information to assist his clients from any location, so he strives to be available to provide guidance. Please call the office number at your convenience 814-678-3438.

The main focus for Karnish Financial Advisors is to offer excellent service for their clients.