A complete list of active advisors currently associated with Krammer Financial

Warmer can help you find a great advisor at Krammer Financial or one who fits your needs even better.

Krammer Financial is a state-registered, independent investment adviser that manages portfolios for individuals, multi‑generational families, and employer‑sponsored retirement plans, operating as a small, single‑advisor firm with roughly $70.9 million in regulatory assets under management and about 45 clients. The firm offers discretionary investment management, non‑discretionary consulting and financial planning, access to independent sub‑advisors and third‑party managers, and facilitates estate‑planning documents through a third‑party technology provider. The firm’s investment work emphasizes strategic asset allocation with tactical adjustments and a mix of equities, mutual funds, ETFs, corporate debt and cash or cash equivalents; cash balances may represent a sizable portion of portfolios depending on market views. It conducts due diligence on external managers, may manage legacy positions over time, and uses institutional share classes and third‑party reporting and administrative platforms to support client accounts. Noteworthy for a firm of its size, Krammer Financial serves pension and profit‑sharing plan clients and provides pension consulting and retirement‑plan administrative services, and in certain situations will act in a fiduciary capacity for plan sponsors under ERISA definitions. The firm also discloses an affiliated insurance practice (carrying separate commission compensation) and relies on custodial and technology relationships that provide institutional trading, custody, and reporting support.

To learn more about the advisors currently working at Krammer Financial, click on their names below to view their profiles, or click here to see them all on a map. Or, if you tell us about your needs, Warmer can help you find the best advisor for you.