Who We Are
Assets Under Management
(As of 12/31/2023)
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. As a fiduciary comprehensive wealth management firm, our clients’ needs are our first priority.
Our 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 interests first is our first priority.
These services encompass six comprehensive areas of financial planning: investment, tax, insurance, retirement, education and estate planning.
We provide personal financial planning as a practical tool to help you achieve financial security and peace of mind. Objective, dependable, practical advice from our financial advisors is the hallmark of our fiduciary responsibilities.
Our Investment Team
Matt Reynolds, CPA, CFP®
Tom Reynolds, CPA
Robert T. Martin, CFA, CFP®, MBA
Jeffrey Hilliard, CFP®, CRPC®
Gordon Shearer Jr., CFP®
Joe McCaffrey, CFP®
Our company and staff proudly participant and/or support the following organizations: