Gavin Stellpflug

Wealth Manager at Lido Advisors

Role: Wealth Manager at Lido Advisors
Location: Los Angeles, CA, US
LinkedIn followers: 500 followers

Finance & AccountingView LinkedIn profile

About Gavin Stellpflug

As a dedicated Financial Professional at Karr Barth Associates, I am proud to be part of a group that has been serving the Philadelphia community for over 50 years. Our rich legacy is built on a foundation of trust, expertise, and a steadfast commitment to helping our clients achieve their financial goals. At Karr Barth Associates, I am surrounded by a talented team of advisors who share a common goal: empowering individuals and business owners to secure their financial futures. We understand that every client’s journey is unique, and we take a personalized approach to crafting strategies that align with their aspirations and needs. My determination, persistence, and strong work ethic drive me to continually learn and grow in this ever-evolving industry. I believe in forging meaningful relationships with my clients, becoming an integral part of their financial journeys, and in many cases, an extension of their families. Through our collaborative efforts, we strive to provide clarity, confidence, and peace of mind. Whether you are planning for retirement, managing investments, or seeking comprehensive financial consultation, I am committed to guiding you every step of the way. Let’s work together to turn your financial dreams into reality.

Experience

Wealth Manager
Lido Advisors
Jul 2025 — Present · Los Angeles, CA, US

Contact information

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Current company

Lido Advisors

Financial Services · 491 employees · Los Angeles, California, United States

Lido Advisors is an independent, SEC-registered investment adviser with more than 40 offices nationwide. We manage more than $40 billion in regulatory assets on behalf of entrepreneurs, executives, and multigenerational families whose needs have grown in complexity alongside their wealth. As fiduciaries, we help clients navigate complex, interconnected decisions with unbiased, coordinated advice. Our platform, Lido One, brings together specialists across investing, tax planning, and trust and estate planning, so every recommendation is rooted in integrity and attuned to your full financial picture. This way of working traces back to our founding. Greg Kushner started Lido Advisors in 1999 after years advising families within a consortium of family offices, where he saw that the best-served families were not just well-invested; they were well-coordinated. That family office heritage, not a brokerage or bank origin, still shapes how we think, favoring a long-term, coordinated, client-centered approach where planning comes first and investing follows. As wealth grows, so does complexity, and Lido provides the infrastructure, tax coordination, estate integration, risk management, alternative investments, and trust services that sophisticated clients require. Our platform is built for optionality: institutional quality alternatives, private credit, real assets, and custom solutions, with risk management embedded in every portfolio. We embrace technology as a force multiplier, but judgment, relationships, and accountability stay human. Today, Lido offers any family whose financial life demands such care the capabilities of a great family office: planning rigor, investment access, and coordinated advice across tax, estate, and risk.

lidoadvisors.com

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