Henry E. Kramarski

Henry E. Kramarski

CFP®, AEP®, Wealth Advisor
Founder

I received my BS Degree in Finance and Operations Management from Drexel University in Philadelphia, Pennsylvania. As a CERTIFIED FINANCIAL PLANNER™ Professional, I have met rigorous education, exam, experience and ethics requirements in ongoing professional education. I sit as a member of the Financial Planning Association, Certified Financial Planning Board of Standards, National Association of Estate Planners and Councils, The South Jersey Estate Planning Council and The Philadelphia Estate Planning Council.

With over 38 years of experience, and working for 8 years at a large financial firm, I established my independent financial planning practice in 1990 because I believed then, as I do now, that being an independent financial planner is the best way to serve my clients. I've been recognized by LPL Financial, the nation’s largest independent broker/dealer (based on total revenues, as reported in Financial Planning magazine, June 1996-2020), for “Outstanding Client Service” yearly since my 2001 affiliation with the company.

I've been married for 35 years and have three sons. They have all graduated from Bishop Eustace Preparatory School, my alma mater. My oldest son Henry is an Emergency Medicine Physician with Reading Hospital-Tower Health. Nicholas currently lives and works in Philadelphia in Proprietary Data and Financial Modeling at S & P Global Market Intelligence . My youngest son Phillip is a Senior Associate, Audit at KPMG in Philadelphia.

In addition to my various industry related organizations, I am a proud member of The Union League of Philadelphia and am active in The Business Network within The Union League. Additionally, I am a past President of the Estate and Financial Planning Council of Southern New Jersey. In my spare time, I'm an avid fisherman, boater and outdoorsman, a lover of travel and I enjoy fine dining, wine and single malt scotch.