Bruce Kramer | Financial Advisor | Bloomfield Hills, MI

Invest with Purpose: For Yourself and for those you care about.

Our Mission & Vision

Our mission is to empower you with the financial knowledge and confidence to pursue a prosperous future. As a experienced investment consultant and financial advisor, we deliver personalized financial planning and independent investment advice tailored to your unique needs. We take the time to understand your individual circumstances, value your insights, and align every strategy with your financial goals. In today’s technology-driven market, our commitment to innovative investment strategies and client-centric service drives our passion to become your premier financial partner.

When a conversation regarding your investments would be useful reach out to us with a text message to 248-971-7516 or use this calendar link to schedule a call:

CALENDAR

Our Tools

My team and I believe in working closely with our clients to make sure they fully understand the investment decisions we make together.
Below you will find a curated library of educational articles to help you become a more informed investor.

Can I Create a Roth if I’m Over the Income Limit?

Use this article to start conversations about the “backdoor” Roth IRA strategy.

Learn More

Impact Investing or Philanthropy

This fun piece can help your clients explore the benefits of impact investing versus founding a philanthropy.

Learn More

What's So Great About a Rollover?

Making a career move requires tough decisions, not the least of which is what to do with the funds in your retirement plan.

Learn More

Understanding Your Estate: Critical Elements of an Estate Strategy

Establishing an estate strategy is crucial, yet many wait too long to put their wishes in writing. Use this helpful guide to review your estate strategy and start conversations with your loved ones, financial professionals, and legal team.

Meet Our Team

What is most important to you?

We will help you connect with an advisor who properly suits you and your needs. When you partner with an advisor at our firm, you have access to our whole team of knowledgeable professionals.

Learn more

R. Bruce Kramer

LPL Financial Advisor

bruce.kramer@lpl.com