Why Choose Us?
Our firm was founded on the belief that what clients want most from their advisors is unbiased advice. All advisors at Kramer Wealth Managers are independent brokers. There are no proprietary products or sales quotas to meet. Instead, our independent broker/dealer allows each advisor to offer appropriate strategies for each clients’ objectives. The client and the advisor are on the same side of the table.
Having access to thousands of companies and products allow Kramer Wealth Managers to offer appropriate strategies for each clients’ objectives. In addition to our offices in Frederick, MD and Austin, TX, Kramer Wealth Managers advisors are licensed in 50 states and the District of Columbia to provide financial services to clients from all over the country.
We travel to over 30 cities throughout the United States to meet with clients face to face. We have five full-time staff dedicated to the service needs of our clients. Our advisors have over 80 years combined experience in the financial services industry.
What We Do?
At Kramer Wealth Managers, our mission is to differentiate ourselves in the financial services industry by taking the role of wealth manager to a new level. We are specialists in helping families and individuals understand, plan and then act on their goals and dreams. We understand the considerable responsibility of looking after a families wealth, and with being a resource for whatever questions or needs may arise Kramer Wealth Managers; we are the humanity behind the numbers.