Welcome to Capital Intelligence Associates

Capital Intelligence Associates is a family owned and operated financial planning and wealth management firm with a focus on providing objective and comprehensive financial guidance from an independent perspective.

Our team brings you more than 70 years of collective industry experience, with associates who have attained the designations of Certified Financial Planner practitioner, Chartered Financial Consultant, Chartered Life Underwriter and Chartered Advisor in Philanthropy®. Multi-generational guidance…from our family to yours

Arthur

"We're proud to work with multiple generations of our clients who rely on us for objective advice and guidance on the path to pursuing their life goals."

– Arthur D. Kraus, CAP®, CLU, ChFC

Founder and firm principal, Arthur D. Kraus, ("Art") CAP®, CLU, ChFC, began his career as a financial advisor in 1960, long before most Americans had even heard of comprehensive financial planning. To Art, an approach to financial decision-making that recognizes all financial and investment decisions are interdependent, is not just common sense, but makes good financial sense.

He believes the only way to determine if a decision will be beneficial or detrimental to the long-term goals you have established for yourself, your family or your business is to view them in the context of a comprehensive plan that considers both your short-and long-term objectives. Read full bio >

 

Arthur

"We strive to help you leave a legacy that is more than just money. Our philosophy is to have your wealth work for you on multiple levels."

– Mitchell Kraus, CAP®,CFP®, CLU, ChFC

Mitchell Kraus , CAP®, CFP®, CLU, ChFC spent a decade building his successful financial planning practice before joining forces with father, Art, to establish Capital Intelligence Associates. As a CERTIFIED FINANCIAL PLANNER® professional, Mitchell is passionate about placing client interests first and enhancing the lives of the clients he works with on each step along the path to financial independence. Read full bio

Providing Personalized Service and Attention Backed by Leading National Resources

Capital Intelligence Associates is supported by the resources of LPL Financial, the nation’s largest independent broker/dealer.* This relationship provides us with unbiased research and a comprehensive array of tools, resources and technology. Because LPL Financial has no proprietary products to sell, we have the freedom to offer you objective financial advice and guidance. Learn more

As an independent advisory firm, we partner with leading industry providers, including Standard & Poors (S&P), Moody’s and Morningstar, to provide our clients with access to world-class knowledge, data, market analyses and industry best-thinking from a broad range of sources.

* As reported by Financial Planning magazine, June 1996–2013, based on total revenue.

The Chartered Advisor in Philanthropy® (CAP®) designation is designed to bring advisors and nonprofit gift planners together with a common body of knowledge and a common credential to better serve the highest capacity donors and clients. By helping our donors and clients achieve their highest aspirations, including their vision of a better world, CAPs uplift the communities in which they participate. Learn more at: http://www.theamericancollege.edu/financial-planning/cap-philanthropy
The Chartered Life Underwriter® (CLU®) is the world's most respected designation of insurance expertise. CLU® designees provide in-depth knowledge on the insurance needs of individuals, business owners and professional clients. Learn more at: http://www.theamericancollege.edu/insurance-education/clu-insurance-specialty
The Chartered Financial Consultant® (ChFC®) program prepares advisors to meet the advanced financial planning needs of individuals, professionals and small business owners, including in-depth knowledge of the key financial planning disciplines: insurance, income taxation, retirement planning, investments and estate planning. Learn more at: http://www.theamericancollege.edu/financial-planning/chfc-advanced-financial-planning
CERTIFIED FINANCIAL PLANNER® practitioners are required to meet rigorous education, examination, experience and ethics requirements set forth by the Certified Financial Planner Board of Standards. This certification communicates expertise and credibility amongst an advisor's peers, and serves as an indication of the advisor's status as a qualified, trustworthy financial planner. Learn more at: www.cfp.org