About Us

Turn to us for guidance,
clarity, and comfort.

We serve a select group of loyal clients who we believe value our listening skills, knowledge, analytical ability, and deep caring.

Who We Help

Outstanding women and (when requested) their adult children tap into our far-reaching experience, care, and extensive knowledge base to help grow their wealth and protect their legacy.

Our Team

Howard Kramer

CFP® AIF®

9544242487

9544242489

howard@howardkramer.com

For over 35 years, I've dedicated my life to being more to my people than just a financial advisor … to be a personal confidante for those who need our help the most. I focus on supporting the families of women in transition, their...
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Meryl Kramer

Client Relationship Manager

meryl@howardkramer.com

For 40 years, Meryl has been the inspiration and benefactor of Howard's passion for helping women in transition. As a young widow with a 10 month old, Meryl learned how plans and life can suddenly change. Meryl is an accomplished...
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Comprehensive support ensures have a trusted adviser whenever you need it.

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A complete picture of what you own and why it benefits you to own it.

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A portfolio designed to provide the growth and income you need throughout your life.

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Clear and timely insights to help you avoid disinformation, fraud, and abuse.

Fiduciary Advice to Help You Move Forward

We’re here to listen and learn about the complex issues and situations you're facing. We’ll help you every step of the way, offering guidance and support you can depend on.

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