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Jennifer Karch — Bitcoin & Digital Asset Financial Advisor

Last updated November 24, 2025

Certified Financial Planner

CFPCBDA℠
Barrington, IL

Contact Jennifer Karch

jennifer@carterfinancialgroup.com847-713-2700carterfinancialgroup.com

About Jennifer Karch

Jennifer Karch is a financial advisor based in Barrington, IL. Their work includes traditional wealth management along with Bitcoin focused planning.

Many clients want to understand how Bitcoin fits within a broader financial or retirement plan.

Jennifer Karch is a Certified Financial Planner at Carter Financial Group with 12 years of experience conducting fund research and client financial planning.

Jennifer specializes in comprehensive financial planning, investment planning, and fund research with portfolio modeling. Her analytical approach helps clients make informed decisions about their investment strategies and long-term financial goals.

In addition to her CFP® and CBDA credentials, Jennifer holds Series 7 and Series 66 licenses along with state insurance licenses. Her technical expertise and client-focused approach make her a trusted advisor for individuals and families seeking comprehensive financial guidance.

Areas of Focus

Advisors listed on Bitcoin Wealth Platform commonly work at the intersection of traditional financial planning and Bitcoin or other digital assets. Common areas include portfolio integration, tax coordination, risk assessment, wealth preservation, and Bitcoin custody education.

How a Bitcoin Aware Advisor Can Help

A Bitcoin aware financial advisor can help you think through how digital assets interact with the rest of your financial life. This includes conversations about volatility, tax treatment, retirement planning, and how Bitcoin fits alongside traditional investments.

Credentials & Licenses

CFPCBDA℠

Why You Can Trust Jennifer

Verified credentials and professional qualifications

Professional Credentials
CFPCBDA℠

Licensed and certified to provide financial advisory services

Years of Experience

12+ Years Experience in financial advisory and wealth management

Fiduciary Duty

Acts as a fiduciary, legally obligated to put your interests first

Service Area

Serving clients in Barrington, IL and surrounding areas

Firm Affiliation

Carter Financial Group

Important: Always verify advisor credentials and registrations through official sources such as FINRA BrokerCheck or the SEC Investment Adviser Public Disclosure database.

Verify Jennifer's Credentials

Independently verify registration and licensing through official regulatory databases

SEC/FINRA CRD Number

5960087

Important: Always independently verify an advisor's credentials, registration status, and disciplinary history before engaging their services. The link above connects directly to the official SEC Investment Adviser Public Disclosure database.

Questions to Ask This Advisor

Important questions to discuss with Jennifer Karch include: Consider questions about their Bitcoin philosophy, experience, services, fees, and how they coordinate with tax and legal professionals.

Related Advisor Directories

Explore other Bitcoin financial advisors and professionals in your area or with similar credentials:

Frequently Asked Questions About Bitcoin Wealth Platform

Bitcoin Wealth Platform is an independent directory, not an advisory firm. We help connect you with Bitcoin aware advisors but do not provide investment advice.

Important Disclaimer: Jennifer Karch is solely responsible for any advice they provide. Bitcoin Wealth Platform (BWP) is an independent directory and does not provide individualized investment, tax, or legal advice. Digital assets, including Bitcoin and other cryptocurrencies, involve risk of loss. Always confirm licensing and registrations (FINRA/SEC/state) before engaging any advisor. For more information, please review our full disclaimer.