Industries & Specialties
In 2000, Matthew J. Reynolds, CPA, CFP co-founded the related Wealth Management Company, CRA Financial, L.L.C., a SEC Registered Investment Advisor, with fellow principal, Thomas Reynolds. CRA Financial LLC currently manages in excess of $825,000,000 on the independent investment advisory platforms of Schwab Advisor Services and Fidelity Institutional Wealth Services. Matt specializes in financial planning and asset management for high net worth families and small business owners and the implementation of small business retirement plans.
CRA Financial provides fee-only (no commission) asset management that builds on the foundation of a solid financial plan. They receive no compensation from any investment product providers or transactions. They are fiduciaries to all of their clients and embrace that fiduciary liability because they believe that anyone who manages assets on behalf of a client should be a fiduciary.
Matt’s background as a CPA allows him to incorporate his knowledge of the tax code into his asset management and enables him to be more tax efficient in his investment planning.
- BA Accounting, Lehigh University
- Certified Public Accountant (CPA)
- Certified Financial Planner (CFP)
- FINRA Series 66
- Financial Planning Association (FPA)
- The Hero Campaign
- Court Appointed Special Advocates