Stephen Craffen (CFA, CFP®, ChFC®, CLU, MBA, MS)

Stephen Craffen focuses in the
following client markets or areas of practice:

Corporate Executives

Estate & Generational Planning Issues

High Net Worth Client Needs

Investment Advice with Ongoing Management

Medical Professionals

Retirement Plan Investment Advice

Planning Specialties

We provide total wealth management services. We will review all aspects of your financial circumstance including estate planning, portfolio, risk management, cash flow, retirement plan, and education cost planning. Our team of professionals has nearly unparalleled experience and includes individuals with the following degrees and designations: CPA, CFA, CFP, ChFC, CLU, MBA, and MS.

Additional Information

I am currently on NAPFA's Board of Directors and am chair with my one year term as national chair beginning Sept 1 2018. I have been involved in NAPFA for years and am the past president and chair of the Northeast-Midatlantic region.