Northfield NJ | Wealth Management | (609) 380-3500  |

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.

Insurance Planning

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

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 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.

Customer Relationship Summary

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Our Latest News

3rd Quarter 2019 Review

3rd Quarter 2019 Review

Overview With political news dominating the headlines, the U.K. set to “Brexit” in October, and tensions rising in Iran, there appears to be no shortage of external risks for investors both domestic and abroad. Nonetheless, low interest rates, unemployment, and strong...

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2nd Quarter 2019 Review

2nd Quarter 2019 Review

Overview Concerns over a global economic slowdown depicted in recent economic data moved Central Banks to telegraph future easing of monetary policy. As a result, interest rates continued their decline throughout the 2nd quarter. The lower rates have translated to...

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First Quarter 2019 Review

First Quarter 2019 Review

Overview In the first quarter, the bull market celebrated its 10 year anniversary since bottoming out on March 6, 2009. Ten years later, the S&P 500 sits above 2,800, a rise of 2,133 points from the 667 crater seen during the financial crisis. While the 4th...

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2018: Year in Review

2018: Year in Review

Markets in 2018 turned out to be a roller coaster ride of ups and downs, but ultimately finished on a very sour note after a horrible 4th quarter. We began 2018 with optimism, having just come off a tremendous year in 2017 which saw 20%+ equity returns. Many investors...

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