Skyler Kraemer MS, CFP®

Partner and Managing Director

Based in New York City, Skyler helps retirees, executives, physicians, self-employed professionals, and multigenerational families coordinate retirement income, equity compensation, non-discretionary investment management, taxes, and estate planning

Ways to Connect

In-person visits
Video Meetings
Phone Meetings

Request an introduction

Who Skyler Typically Helps

Individuals within five years of retirement or recently retired, executives and employees with RSUs or stock options, Google, Apple, Tesla, Meta, Johnson & Johnson, Lockheed Martin, Merck, PepsiCo, Verizon, Comcast, and Marriott employees, physicians and dentists, self-employed professionals, families building multigenerational wealth

Serving Clients in

New York City • Red Bank • Monmouth County • Short Hills • Princeton • Philadelphia • Washington, DC • Communities throughout New Jersey and the Northeast

Available nationwide through virtual meetings

Questions Skyler Helps Answer

How can I create retirement income using tax-efficient withdrawals and Roth conversions?
How should I manage equity compensation and employer stock?
How can I support a surviving spouse through financial planning?
How can I fund education while balancing other goals?
How can I coordinate estate planning throughout retirement?

Eva H.

07/27/2026

I am delighted to work with you!~ Perfect service and professionalism. Many, many thanks!

Aalap S.

07/16/2026

I have been so happy working with the team at Mission Wealth. As I was going through big transitions, and trying to align my financial plan with my goals and life, our work together has given me great peace of mind. That someone had my back. And that "I was on the right path" - these simple words, coming from a trusted partner, have helped me immensely!

Sarah S.

06/09/2026

Mission Wealth has been incredibly thoughtful and diligent in establishing a well-balanced portfolio for my personal investments. They've taken the time to understand my goals and risk tolerance, ensuring that every investment recommendation aligns with those interests while maximizing growth. Thanks to Mission Wealth's guidance and expertise, I am in a much stronger financial position today than before.

Tammy R.

04/21/2026

It's a huge relief to me to have Mission Wealth overseeing everything for me. There's a level of conscientiousness and follow-thru that I needed. I'm also thrilled with the growth I've seen in my portfolio.

Rick R.

04/21/2026

Every aspect of our relationship with Mission Wealth has been built with trust, respect, and professionalism. We deeply appreciate having such skilled people in our corner, helping us to navigate our financial future.

Shara A.

03/15/2026

Very personalized, quick response times when we have questions. My husband and I have been working with Mission Wealth for several years and have had a very positive experience.

The testimonials included here are from current clients. Clients were not compensated and there are no material conflicts of interest. See our website for a representative list of all testimonials received.

Skyler Kraemer is a seasoned Partner and Managing Director at Mission Wealth, catering to individuals and businesses across New York City, Boston, Philadelphia, DC, and the entire Northeast region. With years of experience and deep expertise in the financial industry, Skyler assists his clients in all aspects of their financial journey, including investment planning, retirement planning, insurance, tax strategies, and estate planning. His dedication to his clients’ financial well-being has made him a trusted advisor in the industry. Skyler is committed to understanding his clients’ unique financial goals and providing tailored solutions to help them achieve their objectives.

I take great pride in being a trusted advisor to my clients, especially during turbulent markets. It's an honor to work with them day in and day out, and provide them with peace of mind. Helping clients realize their dreams, goals, and aspirations brings me a great sense of satisfaction and purpose.

—Skyler Kraemer, Partner and Managing Director

Skyler’s Frequently Asked Questions

What should I expect when I begin working with Skyler as my financial advisor?

New clients can expect an organized and efficient onboarding process designed to make each step clear. Skyler begins by developing an initial planning framework, then coordinates account linking, asset transfers, and the first investment decisions. He reviews proposed changes so clients understand what is being bought or sold, why each change is recommended, and how taxes are being considered. From there, the relationship expands into cash flow, tax planning, estate planning coordination, insurance reviews, and ongoing retirement guidance

Will I work directly with Skyler, and who else may support my financial plan?

Mission Wealth is a fiduciary. What does that mean?

How often will we meet and review my financial plan?

Can I work with Skyler if I live outside New York City or my situation is not listed above?

Professional Background

Skyler Kraemer began his career in 2010 with a boutique financial and estate planning firm in Santa Barbara, California. He then spent six years working for a large national firm in their San Francisco and New York City offices.

Skyler has a Bachelor of Arts in Business Economics and Environmental Studies from the University of California, Santa Barbara. After completing his bachelor’s degree, Skyler also earned a Professional Certificate in Personal Financial Planning from UCSB. He then went on to earn the CERTIFIED FINANCIAL PLANNER™ designation as well as a Master of Science with an emphasis in Personal Finance from the College for Financial Planning.

Personal Pursuits

Skyler is a dedicated and lifelong learner. In addition to his work as a Senior Wealth Advisor at Mission Wealth, he aspires to one day become an adjunct professor and teach college-level financial planning courses. His passion for education and helping others achieve their financial goals drives his commitment to the industry.

A devoted family man, Skyler and his wife Kate are proud parents to a daughter. They also have two long-haired Miniature Dachshunds (Finley & Blue).

Skyler’s favorite hobbies are reading and golf. As an avid reader his goal is to finish at least one book per week. On the golf course he still sports a high-handicap but has dreams about lowering it one day.

Request an introduction to Skyler Kraemer.

Join us for a complimentary introductory conversation with our team. We’ll learn more about your goals, answer initial questions, and help determine whether Skyler Kraemer and Mission Wealth may be the right fit to support your life and financial goals.

Request an introduction