Meet Our Partner
We are proud to partner with Commonwealth Financial Network®, a Registered Investment Adviser–broker/dealer that manages total account assets of $232.5 billion.1 and helps independent advisors like us serve their clients.
We’ve chosen to partner with Commonwealth because:
They’re independent, just like us
Commonwealth 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 act in your best interests, without any pressure to promote proprietary products or strategies.
They offer scale, stability & resources
With that infrastructure, partnering with Commonwealth allows us to provide you with the best possible guidance and the prompt, personal service you expect and deserve.
- Choice. Through Commonwealth, we have access to robust, independent market research, financial planning expertise, and a wide universe of investment options—from individual stocks and bonds to mutual funds, exchange-traded funds, alternative investments, managed accounts, and retirement plans.
- Service. The firm's advisor-to-staff ratio is one of the best in the industry. Staff members answer calls promptly, execute transactions quickly and accurately, and, in general, offer us the same highly personalized treatment we strive to give you.
- Technology. Commonwealth's technology platform is a critical component in our ability to keep you on track with your financial goals. Its integrated web-based systems allow us to more efficiently manage your portfolio and your overall financial life.
- Security. Commonwealth is second to none in its commitment to safeguarding your privacy and ensuring that your personal data remains secure. From encryption standards to disaster recovery plans, we are confident that the information our clients entrust us with will remain secure.
They’re committed to helping those in need
Commonwealth's commitment to service does not 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 more about our partnership with Commonwealth, get in touch with us and we’d be happy to talk to you.
1 As of 12/31/20