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®
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

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

Minnesota hosted Super Bowl LII and ... Read More

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

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

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

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

As a woman ... Read More

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

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

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

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

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