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About the Firm

Why Kramer Financial?

  • Independence: Our firm is independent which means our loyalty is exclusively to the client - not a parent company or a proprietary investment.
  • The Plan: Investing with a Plan isn’t just a tagline, it’s our philosophy and the backbone of our business. We believe every client deserves a tailored plan to help pursue their specific financial goals.
  • Family Minded: James and Jodi pride themselves in being a locally-owned family business. 
  • A Teacher's Heart: A teaching approach means that every effort is made to help clients understand the problem, understand the possible strategies and be knowledgeable about the path forward.
  • Organization: Confidence comes with financial organization. We have the tools and knowledge available to help every client simplify their financial life.
  • Making A Difference: We believe in giving back to the community we live and do business in. James, Jodi and the associates of Kramer Financial are very involved in the local community, their churches and the Chamber of Commerce.