Northfield NJ | Wealth Management | (609) 380-3500  |  info@crafinancial.com

Let us help you make your investments grow.

CRA Financial, LLC is a comprehensive wealth management firm whose primary objective is to assist you in accumulating and preserving your family’s wealth.

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Investment Planning

Portfolio development and management through asset allocation and securities diversification.
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Retirement Planning

Creation of goal-oriented, financial planning strategies to help assure worry-free retirement years.
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Tax Planning

Utilization of specific, technical knowledge of the federal and state tax codes as background for planning to optimize tax efficiency.
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Insurance Planning

Development of a comprehensive insurance plan to help protect your family from severe financial loss and help ensure that they are adequately protected; includes, but is not limited to, life, disability, and long-term care insurance.

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Education Planning

Estimation of potential future costs of education, especially college tuition savings, the exploration of alternatives, and the implementation of various financial strategies for funding to help achieve your specific goals.

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Estate Planning

Formulation of a combination of financial strategies in concert with your legal counsel, including trusts, life insurance, and gifting to reduce the taxability of your estate, preserve family wealth, and facilitate business continuity.
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Concierge Services

A specialized service that caters to uniquely successful individuals and their families, such as lottery winners and professional athletes. Providing customized strategies for wealth growth, capital preservation, cash flow management, budgeting, business consulting, insurance protection, tax advisory, forecasting and many other services to protect and grow net worth.

*Please Note: The scope of any financial planning and consulting services to be provided depends upon the terms of the engagement and the specific requests and needs of the client.  CRA does not serve as an attorney, accountant, or insurance agent. CRA does not prepare legal documents or tax returns, nor does it sell insurance products. If the client desires, CRA’s affiliated CPA firm, Capaldi, Reynolds & Pelosi, in its separate licensed capacity, can be engaged to be provide tax preparation and accounting services as described on CRA’s written disclosure Brochure (a copy of which is available on this web site), per the terms and conditions of a separate engagement and fee.

FORM CRS/ADV

To view our Customer Relationship Summary (Form CRS) current Form ADV Disclosure Brochure online, please click here:

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Our Latest News

4th Quarter 2020 Review

4th Quarter 2020 Review

Overview What a year 2020 has been. We saw market volatility reach an historic high in March with the CBOE VIX Index registering a level of 82.69. This was the highest level ever recorded topping the 80.86 number recorded during the financial crisis in 2008. Investors...

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2020-2021 College Cost Data

2020-2021 College Cost Data

Every year, the College Board releases updated college cost data and trends in its annual report. The College Board publishes average cost figures, which are based on a survey of approximately 4,000 colleges across the country. Following are cost highlights for the...

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Investment Tax Planning 2020

Investment Tax Planning 2020

There are several planning areas that investors should potentially consider in doing their year- end tax and financial planning. Some or none may apply to you, but it is worth your consideration to see which ones apply to your circumstances and talk with your trusted...

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3rd Quarter 2020 Review

3rd Quarter 2020 Review

Overview When we meet with clients some are shocked to see how quickly the stock market rebounded and rallied to new highs given the ongoing global pandemic. With many businesses still shut down and the unemployment rate just under 8% it is clear that the economy is...

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