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

Does It Work? Myth-Busting and Fact-Finding Socially Responsible Investing

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 ... Read More

Understanding the Different SRI Investing Strategies

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

Minnesota hosted Super Bowl LII and ... Read More

Investing in Women: A Look at the S&P 500 Companies with Female CEOs

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

One powerful way to make a difference in today’s world is by Read More

Keep Giving: Planning Your Charitable Contributions in Retirement

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

One of the many things that you may think about ... Read More

A Guide to Socially Responsible and Gender Lens Investing

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

As a woman ... Read More

Estate Planning 101: Considerations on Planning for your Future and your Legacy

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

When we first approach the topic of estate plans ... Read More

How we can all be Environmental Heroes

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

I was privileged to participate on a panel at a ... Read More

Financial Gremlins

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? ... Read More