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

Thank you!

CRA Financial

With much gratitude to our clients, other professionals and wonderful staff – your steadfast support has allowed us to grow from 0 to $1 billion in assets under management in 21 years. 

Your success is our success!

CRA Financial

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.

b3lineicon|b3icon-computer-graph||Computer Graph

Investment Planning

Portfolio development and management through asset allocation and securities diversification.
b3lineicon|b3icon-coffee-cup||Coffee Cup

Retirement Planning

Creation of goal-oriented, financial planning strategies to help assure worry-free retirement years.
b3lineicon|b3icon-clipboard-chart||Clipboard Chart

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 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.


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.

b3lineicon|b3icon-file-text||File Text

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.
b3lineicon|b3icon-desk-globe||Desk Globe

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.


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

Securely login to your account using the appropriate link below.


Charles Schwab



Our Latest News

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...

read more
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...

read more
Mid-Year Review 2020

Mid-Year Review 2020

Overview The US capital markets rebounded sharply during Q2 as the Federal Reserve and Congress supported risk assets to combat the sharp economic disruption caused by Covid-19 through the implementation of a myriad of programs, including rate cuts, enhanced...

read more
1st Quarter 2020 Review

1st Quarter 2020 Review

1st Quarter Review : In the first quarter of 2020, we saw the 11-year bull market come to an end as the spread of COVID-19 wreaked havoc on all the capital markets around the world. Massive swings in asset prices were seen with stock volatility hitting an all-time...

read more
2019: Year in Review

2019: Year in Review

Markets: The year 2019 was by all measures a great year for investors, although few people predicted the kind of returns that both the stock and bond market produced.  We began the year with the market pundits worrying about trade issues and the possibility of global...

read more