We are your Accredited Investment Fiduciary (AIF) partner
Financial Partners Inc. was founded by Robert J Kramer, AIF®, in 2000 with the mission to provide intelligent and trustworthy financial services. Our vision is to make a profound, positive impact on the lives of you and your loved ones.
Our Mission and Vision Statements are the core fundamental beliefs behind what we do as an independent boutique financial firm. This allows us to be sensitive to the potential concerns you are facing, the opportunities you wish to explore, and emphasize your personal strengths which leads us to create a financial blueprint unique to you.
We are not a cookie cutter business and look to thoughtfully find the best individual fit for our clients. We utilize state of the art tools and resources, and both technical and fundamental analysis, in the reviewing, monitoring, and management of assets. These tools and resources assist us in being proactive during market swings.
We take great pride in providing intelligent choices and exceptional service for our clients.