Team — Assetwise Financial Group

We Believe in Connecting Your Finances With Your Life

Our work deals with dollars and numbers, but it’s about much more. We’re passionate about what we do because seeing our clients find confidence around money is incredibly rewarding. Witnessing individuals and families live out their goals over time, and growing close with them over our years together, is something we feel lucky to experience.

By remaining a fee-only, independent firm, our clients receive advice and wealth management from us that is in line with their needs and goals. In this way, you remain at the center of your portfolio—as it should be.

Michael Kreimer

Managing Partner CFP, RICP

Michael Kreimer, CFP®, RICP®

With more than 30 years of experience in the financial industry, Mike spent two decades of that time with A.G. Edwards & Sons, Inc. as a branch manager and financial advisor in Southampton, New York. He joined Raymond James in 2009 to continue providing client-centric financial advice consistent with each client’s goals and risk tolerance. In 2018, he took the opportunity to change to the IAD division within Raymond James to start AssetWise Financial Group.

A Certified Financial Planner™ practitioner since 1993, Mike enjoys seeing clients through the stages of their life with less financial stress. His clients appreciate his candid nature and trust him not only to plan for their financial future, but help guide their decisions to continue the quality of life they are accustomed to. He appreciates the challenges that the industry brings and is drawn to helping make a positive difference in his clients’ lives.

Named a Five Star Wealth Manager* several times, Mike continues to seek out specialized knowledge to apply to his clients’ financial plans, and earned his Retirement Income Certified Professional® certification in 2015.

Mike graduated cum laude from the State University of New York at Albany with a bachelor’s degree in mathematics and has been listed as a Marquis Who’s Who® since 2000. Involved in the communities where he has lived, Mike enjoyed coaching soccer for the Wesley Chapel / Weddington Athletic Association. He has been president of the Bellport Rotary in Bellport, New York, and was Chairman of the planning board for the town of Waxhaw, North Carolina, and on the board of the Quellin Homeowners Association.

Originally from Franklin Square, New York, Mike lives in Waxhaw, NC with his wife, Madeline, and their two children, Jillian and Maximilian.

CFP® | Certified Financial Planner™ | Certified Financial Planner Board of Standards, Inc., owns the certification marks above, which it awards to individuals who successfully complete initial and ongoing certification requirements.

*The Five Star award is bestowed by an independent third party organization not affiliated with Raymond James. Wealth manager award candidates are identified through firm nominations, peer nominations and industry qualifications. Self-nominations are not accepted and wealth managers do not pay a fee to be considered or awarded. The award is not indicative of the wealth manager’s future investment performance. Award based on advisor being credentialed as an investment advisory representative (IAR), a FINRA registered representative actively employed in the financial services industry for five years, a CPA or a licensed attorney, favorable regulatory and complaint history review, fulfillment of firm review based on internal firm standards, and accepting new clients. Other criteria considered are client retention rate, non-institutional discretionary and/or non-discretionary client assets administered, number of client households served and education and professional designations.