CRA Financial Services, LLC, formed in 2000, is an SEC-registered investment advisor and comprehensive wealth management firm whose primary objective is to assist you in accumulating and preserving your familys 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.