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About Us

Custom Solutions for Confident Decisions

We deliver customized solutions with a focus on education so you can be confident that you’re making the right financial decisions. We do this because it’s how we were raised. Helping people out is the right thing to do and that starts with our commitment to offering a relationship-oriented, personalized experience.

Five Generations of Putting You First

Five Generations of Putting You First

The Cramer family have been successful business owners for over five generations. We take our clients and our legacy seriously. To leave a successful impact on your goals and your financial safety is to leave a successful impact on our family legacy. We want to show you what our legacy of caring for clients is all about.

Thoughtful Innovation, Dedicated to Excellence

Thoughtful Innovation, Dedicated to Excellence

For generations, people have placed their trust in the Cramer name, knowing that we consistently strive for excellence. In the face of unprecedented challenges posed by the global pandemic in 2020, our clients remained confident, thanks to our proactive approach to market changes beginning to peak through beyond the horizon.

Advocating for the Communities We Love

Advocating for the Communities We Love

Be a part of our community and make a positive impact. We are dedicated to building strong relationships and strive to make a difference through trust and support. Our community knows us as advocates for health, education, safety, and financial management. It’s who we are. Join us today and let's make a difference together.

Supporting Those Who Protect & Serve

Supporting Those Who Protect & Serve

Dawn Cramer was appointed to the Kansas City Board of Police Commissioners, a reflection of the service we provide and dedication we have to our community. Through numerous events and partnerships with organizations, we have formed lasting relationships with our clients. See the difference a relationship makes.

Our Core Values

Our first priority is helping you take care of yourself and your family. We strive to build strong, tight-knit relationships with our clients to better understand their goals and challenges and deliver personalized attention that is tailored to their specific situations.

Innovative & Experienced

We’re proud bearers of the Cramer name and the the innovation it stands for. Our experience in the industry helps us analyze clients’ unique situations to find new ways of helping them imagine and pursue a better retirement. 

Proactive Education

Clients deserve proactive education that leads to proactive action. Through life transitions and market ups and downs, our clients can remain confident knowing we’re there to coach them through it all.

Tight-Knit Relationships

We’re family-owned and community-minded. We share the priorities of our clients. We go beyond our fiduciary duty to treat clients like family and care for our neighbors in the community with respect and gratitude.

Individualized Attention

We’re committed to delivering a unique experience to clients. We specialize in offering a relationship-oriented, personalized experience because our clients deserve more than cookie-cutter advice and off-the-shelf solutions. 

AdviceWorks' Innovative Financial Planning 

AdviceWorks' Innovative Financial Planning 

AdviceWorks is the all-in-one solution that helps us while we help you. Through Cetera Financial Group, we are able to create even better custom solutions and educate on complex decisions so that you can meet your financial goals with ease. AdviceWorks makes it easy to get the visibility you need along the way.

Our Financial Partners

Parent: Cetera Advisor Networks

Our Custodian:

Our Services

We offer personalized individual and business services to educate you on how to best meet your financial goals.

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Our Approach

You deserve to know what happens with your money. We work with you to keep you informed and empowered to make the decisions that are best for you.

Our Approach

Contact Us

Get in touch with Cramer Capital Management and let us help you pursue your financial goals.

Contact Us Today