Author: Matthew Kramer

With a distinguished career spanning over a decade in financial planning and wealth management, Matthew Kramer, CFP®, ChFEBC℠ is a seasoned Financial Planner bringing invaluable expertise to Serving Those Who Serve. Having held prominent roles as a Vice President at Fidelity Investments and Charles Schwab, as well as positions at Edward Jones and Morgan Stanley, Matt is a respected industry veteran. Matt’s proficiency lies in his adept understanding of each family’s unique financial landscape, aspirations, and needs. Holding esteemed designations including Certified Financial Planner™ (CFP®) and Certified Federal Employee Benefit Consultant™ (ChFEBC®), he is committed to delivering comprehensive financial solutions to his clientele. Renowned for his reliability and dedication, Matt ensures swift responses to client inquiries and unwavering support for their financial prosperity. Motivated by the profound impact of his grandparents’ relationship with a trusted financial advisor, Matt is impassioned about helping families realize their financial objectives. His active involvement with organizations such as Partnership for Animal Welfare and dedication to pancreatic cancer causes underscore his deep-rooted commitment to community service. Beyond his professional pursuits, Matt finds joy in outdoor activities like snowboarding, hiking, and traveling, as well as nurturing his interests in gardening and lawn care. Originally hailing from Burtonsville, MD, Matt now resides in North Potomac, MD with his wife, Amira, and their son, Aiden.