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Ronald A. Lederkramer, CPA, CFP
Ronald A. Lederkramer, CPA, CFP is a state-registered investment adviser. The firm manages approximately $11 million in assets. It has 1 employee and 1...
Overview
Ronald A. Lederkramer, CPA, CFP is a state-registered investment adviser. The firm manages approximately $11 million in assets. It has 1 employee and 1 investment adviser.
General information
Firm type
RIA
Location
Region
North America
Country
United States
Principals
Ronald A. Lederkramer
Principal
Frequently asked questions
Who runs investment decisions at Ronald A. Lederkramer, CPA, CFP?
Ronald A. Lederkramer serves as the firm's sole principal and makes all investment and planning decisions. He holds both the Certified Public Accountant and Certified Financial Planner designations, which situates him as the direct decision-maker for portfolio construction, tax strategy, and estate planning. No additional investment committee or external advisory board is disclosed in public records.
How is the firm's financial planning integrated with its investment management?
Because Mr. Lederkramer holds both the CPA and CFP credentials, tax compliance and investment management operate under a single fiduciary. This means trading decisions, asset location across taxable and retirement accounts, and withdrawal sequencing are executed with continuous awareness of annual tax liability and estate-transfer implications. The model avoids the coordination lag typical of multi-advisor arrangements.
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