We’re proud to partner with Commonwealth Financial Network®, a Registered Investment Adviser (“RIA”). Commonwealth oversees total account assets of nearly $272.9 billion. (1) The firm is independently owned and managed, which means the firm can act in the best interests of its financial advisors and their clients—not shareholders. 

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.

• Choice. Commonwealth delivers access to robust, independent market research, financial planning knowledge, 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 means staff members act promptly, execute transactions quickly and accurately, and, in general, offer our firm the same bespoke treatment we provide you.

• Technology. Commonwealth’s technology platform is a critical component, enabling us to keep you on track to meet your financial goals. Its integrated web-based systems allow us to more efficiently manage your portfolio and overall financial life.

• Security and Privacy. Commonwealth excels in its commitment to safeguarding your privacy and ensuring that your investment data remains secure. Its encryption standards, redundant data centers, and disaster recovery plans make us confident that the information you entrust us with will remain secure.

J.D. Power ranks Commonwealth “#1 in Independent Advisor Satisfaction Among Financial Investment Firms, Nine Times in a Row.” (2)