Excellence in financial planning since 2000.
CRA Financial, LLC was formed to give our customers a more personalized alternative to traditional wire-house brokerage firms. CRA is an SEC-registered investment advisor. We provide personal financial planning as a practical tool to help you achieve financial security and peace of mind.
In addition, we offer fee-based asset management utilizing Fidelity Institutional Wealth Services and Schwab platforms. Accounts using these platforms are full-service brokerage accounts that are provided a complete investment package of stocks, bonds, mutual funds, real estate investment trusts, exchange traded funds, certificates of deposit, and more.
Each platform has access to more than 15,000 mutual funds, including more than 6,000 no-load and load-waived funds that can be bought and sold with no transaction charges. Our experienced investment advisors develop and implement investment strategies, monitor performance against specified goals, and make appropriate changes in investment allocations over time.
CRA Financial, LLC is a comprehensive wealth management firm whose primary objective is to assist you in accumulating and preserving your family’s wealth. We are committed to providing value-added, wealth-enhancing services to our clients in a cost-effective manner that remains consistent with our philosophy that putting our clients’ best interest first is our first priority. These services encompass six comprehensive areas of financial planning: investment, tax, insurance, retirement, education, and estate planning.
Objective, dependable, practical advice from our financial advisors is a hallmark of our fee-based services.