Our Firm

Simplify Your Wealth To Strengthen Your Future

At Craun Freeman Tax & Wealth Management, we bring together CPA and CFP® credentials to deliver complete financial guidance under one roof. Through integrated solutions and experience, we turn complex questions into clear, confident decisions that support the life you want to live and the legacy you want to build. Our clients trust us to help them grow, protect, and simplify their wealth.

Stay On Track With Integrated Tax & Wealth Strategies

Your financial plan shouldn’t be separate from your tax plan. We blend them into one cohesive strategy to help you minimize surprises, keep more money, and make smarter long-term decisions. With proactive planning and ongoing coordination, we keep everything moving forward.

Knowledge & Credentials You Can Count On

As both CPAs and CFP® professionals, we bring decades of tax and financial experience to every client relationship. This combination gives us the technical insight to identify opportunities others might overlook and the practical wisdom to help you make confident choices at every stage of life.

Our Core Values

We believe trust is built through consistent care, communication, and clarity. Our core values shape every client experience and ensure your plan is as personal as your goals.

Listen Before We Advise

We take the time to truly understand your life, concerns, and aspirations. This level of personalization helps ensure your plan and solutions reflect your reality and build your long-term confidence.

Integrate Tax & Wealth Guidance

We integrate tax and wealth management strategies for every client. This means fewer surprises, smarter solutions, and more of your wealth working for your future.

Handle The Details With Care

We approach your wealth and taxes with precision and thoroughness. Through proactive problem-solving, we identify opportunities and help you avoid costly oversights others might miss.

Deliver Solutions For You

We lead with integrity and are dedicated to creating solutions that genuinely support your best interests. Every recommendation we make is designed to align with your unique needs, goals, and long-term success.

We Always Act In Your Best Interest

As fiduciary financial advisors, we take our responsibility to you seriously. Every recommendation we make is rooted in your goals—not in products or commissions. You can count on us for clear explanations, transparent guidance, and financial strategies designed to serve you.

Plan With Confidence, Live With Clarity

When your tax strategy and financial plan work together, life feels simpler and the path ahead becomes clearer. Let’s talk about how we can help you move forward with clarity and confidence.

Reach Out Today

Meet Our Team

Our team provides the continuity, care, and integrated experience that helps clients feel confident through every season of life.

Robert M. Craun, CPA, CFP®

Founding Partner

248-656-2201

248-656-2203

rmcraun@cfacpa.com

Aspiring to help people live more abundant lives; Bob refers to the 8 Wealth Management Issues to assess financial need, develop strategies to pursue goals and strengthen his clients' financial future.Both the Detroit Hour and...

Jeffrey P. Freeman, CPA, CFP®

Founding Partner

248-656-2200

248-656-2203

jpfreeman@cfacpa.com

Jeff is Founding Partner, Certified Financial Planner^TM CFP®, and a Certified Public Accountant. He graduated from Oakland University in Rochester, Michigan with a Bachelor's Degree in 1990. He has been offering clients financial...

Steven Bolek

Wealth Advisor

586-256-0730

248-656-2203

sjbolek@cfacpa.com

Steven views real wealth as something that goes beyond numbers, reflecting the sense of ease that can come from aligning your finances with the life you hope to lead. A 2022 Walsh College graduate, he earned his Series 7 and Series 66 and

A National Support Network

Through our partnership with Avantax, we have access to industry-leading resources, research, and technology that support our ability to deliver high-quality, tax-intelligent strategies for our clients.

Learn About Avantax

Meeting You Where You Are

Our Michigan-based firm serves individuals, families, and small business owners across the country.

Who We Serve

Serving Your Best Interests

See how our fiduciary approach integrates your taxes, investments, and goals into one cohesive plan.

Discover Our Approach

Start The Conversation

Connect with our credentialed, experienced team to start your journey toward a more confident financial future.

Contact Our Firm