Brett Kramer is an Investment Advisor Representative (IAR) and a Registered Financial Consultant (RFC). He is an award-winning money manager, investment consultant, and portfolio manager. His specialties include retirement investing, IRA re-structuring, and 401K rollovers. Kramer insists, “My job is to help clients find peace-of-mind and security with their investments.”

Kramer, and his son Max, bring to its clients three generations of experience, and investment guidance, offering a full range of services for clients with various financial problems and concerns. He consults with individual clients regarding their personal or business financial situation and devises strategies that enable those clients to progress toward the attainment of their short-range or long-range money objectives.

Kramer worked with his his father, a professional money manager. Brett continues his father’s legacy of providing financial services. His father was active in the greater Washington, D.C. area. During the early part of Brett’s career, one of his mentors was Clark Clifford, the famous presidential advisor. Kramer is valued for his technical analytical skills, and his combination of quantitative and subjective analysis regarding risk management, the markets, estate assets, etc.

A former Editor-In-Chief of Trusts & Estates magazine and former Editor-In-Chief of Financial Planning magazine, stated, “Because of his experience Brett Kramer is a highly respected financial professional, and he enjoys long-term relationships with his clients.”

The author of Living Debt Free and Truly Wealthy, explains, “Brett Kramer thrives on personal relationships. He prides himself in that his client’s investments are secure, and that their investments grow. He often is regarded as a friend of their family as well as a financial advisor.”

He received the highest award the state of Kentucky can bestow for meritorious service, “The Honorable Kentucky Colonel “. An American flag was flown over the United States Senate Office Building honoring Kramer for his work helping American citizens progress safely toward their financial goals.

He is married to Susan Kramer.  They have two sons, Jules and Max.