Karen L. Boschert

Karen Boschert is a financial advisor who focuses on comprehensive wealth planning based out of our Huntersville, North Carolina, office. She joined Savant in 2026 when Exencial Wealth Advisors became part of the firm, where she served as a partner and senior wealth advisor.

A Chartered Retirement Planning Counselor (CRPC®), Karen works closely with individuals and families to provide holistic financial planning that connects day-to-day financial decisions with long-term goals. She has particular experience guiding clients through major life transitions, including preparing for and living in retirement, and enjoys supporting women in building confidence and clarity around their financial lives. She provides guidance across investment management, retirement income strategies, cash flow planning, and wealth and legacy considerations. Her approach is thoughtful, personalized, and focused on helping clients make confident, informed decisions.

Before joining Exencial in 2018, Karen held multiple roles at Fidelity Investments, including director, retirement planner, and account executive. She began her career at TD Ameritrade as a private client investment consultant.

Karen holds a bachelor’s degree in public relations from Xavier University in Cincinnati, Ohio. She is passionate about giving back and previously served as a grant writer and fundraiser for a nonprofit organization in Cincinnati. She also manages a family scholarship fund benefiting Elder High School.

Outside of work, Karen teaches reformer Pilates, plays pickleball, and enjoys reading.