Kelly Kramarck, CFP®

Financial Advisor

“I want to help people retire the way they want to.  It can be said, the money saved for retirement is the most important money you will ever deal with, and it should be treated as such.  My goal is to provide each client with the attention that they deserve both before and after they retire.” 

- Kelly Kramarck

Kelly Kramarck brings over a decade of experience helping businesses compete in an ever-changing, complex global economy. Her past experience in the pharmaceutical and retirement planning industry, including fifteen years with a major broker dealer, have positioned her to offer thoughtful guidance and direction to her clientele. Kelly believes in a personal and customized approach that emphasizes direct involvement in all aspects of retirement planning. Upon retirement, her focus shifts to a personalized distribution plan by helping you transition your retirement savings into your retirement paycheck.

 Kelly has worked with a variety of plan types and sizes throughout the Delaware Valley and Eastern shore. She completed the Certificate in Financial Planning curriculum through the Lerner College of Business and Economics, University of Delaware, and holds the CERTIFIED FINANCIAL PLANNER™ credential. She is a member of the Society of Financial Services Professionals (SFP) and both the New Castle County and State Chamber of Commerce. She is a 1996 University of Delaware graduate, where she is active in the alumni association and is an advisor to her sorority.

When not helping companies and individuals with their retirement planning, she enjoys entertaining, sports, and outdoor activities such as boating, fishing, and playing golf. Kelly lives in Newark, Delaware with her husband Steve and their two children, Quinton and Jillian.



Certified Financial Planner Board of Standards, Inc. (CFP Board) owns the certification marks CFP® and CFP® (with plaque design) in the United States, which it authorizes use of by individuals who successfully complete CFP Board’s initial and ongoing certification requirements.




Phone (302) 993-8048
Fax (844) 300-7532