We are proud to partner with Commonwealth Financial Network®, a Registered Investment Adviser–broker/dealer that helps independent advisors like us serve their clients. Commonwealth manages total account assets of $272.9 billion.1
Independent, just like usCommonwealth is independently owned and managed, which means the firm can act in the best interests of its financial advisors and their clients—not shareholders. Our partnership with Commonwealth supports our commitment to remain free to act in your best interest, without any pressure to promote proprietary products or strategies.
How Commonwealth helps us help youJ.D. Power ranks Commonwealth Financial Network "#1 in Independent Advisor Satisfaction Among Financial Investment Firms, Nine Times in a Row.”2 But it’s what that achievement means for our clients—on a daily basis—that makes the difference.
Commonwealth offers the scale, stability, and resources that help us deliver the solutions you need. It’s that infrastructure—and the always expanding wealth of resources it provides—that makes it easier for our firm to provide you with the best possible guidance and the prompt, personal service you expect and deserve.
Committed to helping those in needCommonwealth’s commitment to service doesn’t end with its advisors and their clients. For more than four decades, the firm has been dedicated to serving the communities where its employees and affiliated advisors work, live, and visit. Its charitable foundation, Commonwealth Cares, works to provide contributions of time, talent, and financial support to a wide range of philanthropic causes. That kind of dedication to the greater good is just one more reason we’re proud to be affiliated with Commonwealth.
If you'd like to know moreWe’d be glad to talk with you further or answer any questions you may have about our affiliation with Commonwealth. Just ask!
1 As of 12/31/21
2 Commonwealth received the highest score among independent advisors in the J.D. Power 2010, 2012, 2013, 2014, 2018-2022 U.S. Financial Advisor Satisfaction Studies. Presented on 7.6.2022 for January to May 2022 and is based on responses from 3,039 advisors employed by or affiliated with the firms included in the study. Not indicative of the firm’s future performance. Your experience may vary. Use of study results in promotional materials is subject to a license fee. Visit jdpower.com/awards for more details.