Kay Kramer, CFP®

Kay Kramer, CFP®
Kay Kramer, co-founded the company in 1990 to create a firm dedicated to lasting, productive relationships with clients. Kay and the Birchwood team use their extensive knowledge and team collaboration to help clients achieve their goals. She is also passionate about sustainable, responsible, impact investing and philanthropy and encourages clients to participate in charitable giving. She models this encouragement by arranging volunteer opportunities for clients and staff in addition to offering a policy that allows employees to take time off to volunteer for their community.
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Recent Posts

Kay Kramer, CFP®
Sep 6, 2019 2:36:08 PM

Female empowerment, what does that phrase mean to you? For me, it’s about empowering women around a variety of issues. There is an organization...

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Kay Kramer, CFP®
May 15, 2019 10:21:25 AM

I have been interested and involved in Sustainable, Responsible, Impact investing (SRI) for most of my financial planning career. As a member of the...

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Kay Kramer, CFP®
Apr 4, 2019 9:57:54 AM

Minnesota hosted Super Bowl LII and introduced the world to the Bold North! As a resident, it was hard not to feel the camaraderie with your fellow...

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Kay Kramer, CFP®
Mar 27, 2019 12:00:00 PM

One powerful way to make a difference in today’s world is by wielding our financial power. One way people are doing this is through Socially...

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Kay Kramer, CFP®
Jan 23, 2019 10:38:06 AM

One of the many things that you may think about as you near a transition to retirement or are retired, is how your charitable giving may change....

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Kay Kramer, CFP®
Oct 3, 2018 8:20:00 AM

As a woman financial advisor in an overwhelming male profession, I find the recent emphasis on women empowerment funds or gender lens investing is...

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Kay Kramer, CFP®
Jul 11, 2018 12:32:00 PM

When we first approach the topic of estate plans with clients, we know it can often be an uncomfortable discussion for many. We celebrate when...

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Kay Kramer, CFP®
May 30, 2018 11:31:00 AM

I was privileged to participate on a panel at a women’s breakfast hosted by the Minnesota Center for Environmental Advocacy at the end of April. The...

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Kay Kramer, CFP®
Mar 14, 2018 11:42:00 AM

One of the first things I often ask clients is if they have any financial gremlins. What are financial gremlins? They are messages about money that...

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Investment Advisory services offered through Birchwood Financial Partners, Inc. an SEC Registered Investment Advisor.

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