Advisor photo for Brandon Tramper

Brandon Tramper

BFA, APMA®

Financial Advisor
Behavioral Financial Advisor
A private wealth advisory practice of Ameriprise Financial Services, LLC

Background and qualification information is available at FINRA's BrokerCheck website. | Ameriprise Financial Services, LLC Client Relationship Summary Disclosure.

Decisions > Investments

Most financial mistakes don't come from picking the "wrong" investment. They come from uncertainty, emotions, and trying to make important decisions alone.

I help busy professionals and families make confident decisions around investments, taxes, retirement and life's biggest transitions.

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Simple Approach to...
You Work With Me, Not a...
Two Ways to Work Together
Virtual Financial...
Simple Approach to Complicated Financial Decisions

Most people want to feel confident about where they stand financially, understand where they're headed, and trust that the important details are being handled. That's where I come in. Wealth management doesn't have to feel complicated or overwhelming.

I work with families and busy professionals, and individuals seeking a more organized and confident approach to their finances. Together, we develop straightforward, personalized strategies that help manage the stress of financial decision-making and help you feel more confident and clear about your future.

The goal is simple.
Less stress about money.
More focus on living your life.

As a virtual financial advisor, I work with families across the country. Every plan is built around goals, values, and what matters most to you both now and down the road.

Why I Became a Financial Advisor

You Work With Me, Not a System

When I take someone on as a client, I take the responsibility seriously.

I believe when we work together, you matter, regardless of account size, career stage, or where you’re starting.

Here’s what I commit to for every client:

  • At least two proactive meetings per year.
  • Direct access, including my personal phone number.
  • Clear communication in plain language.
  • Thoughtful guidance that puts life first and money second.
  • Honest conversations, even when the answer isn’t favorable.
  • Follow‑through, organization, and consistency.

I intentionally limit the number of clients I work with so I can stay engaged, accessible, and present.

If we decide to work together, you can expect attention, accountability, and a long‑term planning relationship.

Two Ways to Work Together

Financial Planning

$300/month
For people who want clarity and a trusted sounding board for big life decisions.

What’s included:

  • Goals-based planning
  • Cash flow guidance (what’s coming in vs going out)
  • Retirement timing
  • Tax and insurance coordination
  • Life + career decision support
  • Ongoing meetings

What’s not included:

  • Investment advice
  • Portfolio reviews
  • Fund recommendations
  • Performance discussions
  • Investment implementation

Best fit: Someone who wants direction and accountability but prefers to manage their own investments. No pressure to upgrade.


Wealth Management

$100/month + AUM (multi-policy discount)
I help manage both the plan and the investments.

What’s included:

  • Everything in Financial Planning, plus
  • Investment strategy and portfolio construction
  • Ongoing investment management
  • Tax-aware investing
  • Behavioral coaching during market ups and downs
Best Fit: Someone who wants everything handled in one place and values having planning and execution.
Virtual Financial Planning and Tax Aware

Financial planning should fit your life, not the other way around.

Who wants to sit in traffic just to talk about their finances? Advice should be convenient, accessible, and available when you need it.

Through virtual financial planning, I work with clients wherever they are while providing the same personal relationship, ongoing guidance, and attention you'd expect from an in-person advisor. Technology makes it easy to meet, but the relationship and advice remain personal.

One of the most valuable parts of financial planning is making sure all the pieces work together. While I help clients coordinate every area of their financial lives, one of the most appreciated areas is tax planning.

I work closely with CPAs and use tax planning tools to help identify opportunities and evaluate how financial decisions may impact your overall tax situation.

This may include:
• Retirement contribution strategies
• Roth conversion opportunities
• Tax efficient investing
• Retirement income planning
• Charitable giving strategies
• Major financial decisions with tax implications

Your CPA plays an important role in preparing your tax return. My role is different. I help connect your financial strategy with tax-aware decisions and coordinate with your tax professional when appropriate.

The goal is simple: convenience in receiving advice and convenience in putting that advice into action.

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