TABR Capital Management, LLC
Risk management is at the heart of our approach to financial planning. With our expertise in mathematical analysis and financial planning, we make careful investment choices by methodically monitoring market analytics and influencers to help you grow your financial security and optimize your financial future.
With over 35 years of experience helping clients manage their financial affairs and more than $160 million in assets under our management, TABR Capital Management is a professional partner you can trust. Our team, headed by President/Principal Robert M. Kargenian, CMT, and Steven W. Medland, MBA, CFP®, recommends the same proven investment strategies for our clients—and invests in the same funds—that we use for our personal portfolios. Our distinctive approach ensures that you will have a comprehensive financial strategy to address every element of your financial life, from management of your investments and portfolio to assessment of your financial and insurance risk.
Disclaimer: Limitations. This list only serves as a resource to assist an individual in
identifying a potential advisor for their review and consideration. The appearance of an
adviser on the list is not endorsement by NAPFA of that advisor's services. There can be
no assurance that you will experience a certain level of results or satisfaction if you
engage a listed advisor. Except for the NAPFA membership fee, the listed advisor did not
pay NAPFA a separate fee to appear on the list.