David M. Kraus, CRPC^™

Partner, Financial Advisor

Dave began his financial career at Merrill Lynch in 2015, where he met Roger and became a vital member of his team. As a financial advisor and client advocate, Dave helps individuals and families navigate the complexities of financial decision-making. He is passionate about helping clients succeed and has built a reputation for exceptional service.

Dave focuses on understanding his client’s financial priorities and goals, crafting customized investment strategies that help turn aspirations into reality. His approach to financial planning is comprehensive and holistic, connecting all aspects of clients’ financial lives to help them prioritize what matters most. Having a well-designed plan for success gives his clients a sense of comfort and security. A graduate of Rutgers University, Dave is a Chartered Retirement Planning Counselor™ (CRPC™) and holds Series 7 and 66 registrations through LPL Financial. 

When not in the office, Dave supports Soles for Souls, a non-profit dedicated to providing shoes for those in need. He lives in Hudson County, New Jersey with his wife and dog. He’s an avid Philadelphia sports fan and enjoys spending his free time on the golf course.    

CRPC conferred by College for Financial Planning.

Five Star Award based on 10 objective criteria associated with providing quality services to clients such as credentials, experience, and assets under management among other factors.  Wealth managers do not pay a fee to be considered or placed on the final list of 2024 Five Star Wealth Managers.