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 recommend what he or she feels is in the best interest of the client. The client and the advisor are on the same side of the table. Having access to thousands of companies and products allows Kramer Wealth Managers to offer solutions that can best fit each client’s objectives.
In addition to our offices in Frederick, MD and Austin, TX, Kramer Wealth Managers 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 four full-time staff dedicated to the service needs of our clients.
Our advisors have over 60 years combined experience in the financial services industry.