Kari Owens, JD

Kari joined Equilibrium Wealth Advisors as a Senior Estate and Trust Strategist, bringing more than a decade of experience serving high net worth individuals, executives, and business owners. She specializes in estate and succession planning, fiduciary and income taxation, and developing customized strategies that align with each client’s unique goals. Kari works closely with families to simplify complex planning decisions and help preserve wealth across generations.

Prior to joining EWA, Kari worked at a public accounting firm where she advised clients on a wide range of complex tax matters, including fiduciary and estate tax, private foundation tax, gift tax, and individual income tax planning. She enjoys collaborating with clients to understand what matters most to them, whether that’s creating a lasting legacy, transitioning a business, or navigating a complicated tax landscape. Kari is passionate about delivering thoughtful, personalized solutions that give clients confidence in their financial future.

Kari has continued to invest in her professional growth throughout her career. She earned her Juris Doctor, along with a tax certificate, from the University of Pittsburgh School of Law. She is an active member of the Allegheny County Bar Association, where she currently serves on the Audit Committee and previously served as Chair of the Taxation Section.

Kari lives in Pittsburgh’s South Hills with her husband, Michael, their son, Logan, and their Labrador, Ben. Outside of the office, she enjoys reading a good book, planning her next trip, and taking long neighborhood walks with her family in search of a great coffee shop.