A complete list of active advisors currently associated with CRA Financial Services, L.L.C.

Warmer can help you find a great advisor at CRA Financial Services, L.L.C. or one who fits your needs even better.

CRA Financial Services is an SEC‑registered wealth management firm that serves individual clients (both non‑high‑net‑worth and high‑net‑worth) as well as retirement plans and other institutional clients, providing financial planning, consulting, and both discretionary and non‑discretionary portfolio management. The firm manages approximately $1.69 billion in client assets and implements advice across taxable accounts, employer‑sponsored retirement plans, annuities, and 529 plans. CRA’s investment process is grounded in Modern Portfolio Theory and is tailored to client risk tolerance, time horizon and objectives, with portfolios built from mutual funds, ETFs, individual fixed income and equity securities, and occasionally alternative and derivative strategies (including covered calls, options, interval and buffer funds, and limited crypto exposure generally via ETFs). The firm can allocate to unaffiliated independent managers, uses eMoney for consolidated financial planning views and Pontera to manage held‑away retirement accounts, and conducts semi‑annual portfolio reviews while limiting and reviewing AI tool use under an internal policy. A noteworthy feature is CRA’s affiliation with a certified public accounting firm, Capaldi, Reynolds & Pelosi, which CRA may recommend for tax preparation and accounting services under a separate client engagement — a relationship the brochure discloses as a potential conflict of interest because of shared ownership interests, and clients are not required to use the affiliate. Other distinguishing operational practices include formal cash management and sweep protocols that treat cash as an asset class, use of third‑party services such as Broadridge for class‑action claim processing, and the ability to act as an ERISA fiduciary for retirement plan engagements.

To learn more about the advisors currently working at CRA Financial Services, L.L.C., click on their names below to view their profiles, or click here to see them all on a map. Or, if you tell us about your needs, Warmer can help you find the best advisor for you.