Committed To Your Growth

We choose to partner with Commonwealth Financial Network® because of their commitment to service and our independence.

• Investment Choice
• Responsive Service
• Integrated Technology
• Breadth of Expertise
• Access to Top Management
• Business Consulting
• Compliance Support

We are proud to be affiliated with Commonwealth Financial Network®, a Registered Investment Adviser–broker/dealer with a singular commitment to serving independent advisors and their clients. The latest demonstration of that commitment can be found in the J.D. Power 2024 U.S. Financial Advisor Satisfaction Study.

For the eleventh straight time, J.D. Power ranks Commonwealth:

“#1 in Independent Advisor Satisfaction Among Financial
Investment Firms”

Again, the results were no surprise to us. But it’s what this achievement means for our clients—on a daily basis—that makes the difference.

Commonwealth’s entire organization is built around doing whatever it takes to satisfy not only the advisors who work with the firm, but the clients of those advisors as well. It’s that infrastructure—and the always expanding wealth of resources it provides—that makes it easier for our firm to provide clients with, what we believe, is the best possible guidance.

Commonwealth received the highest score among independent advisors in the J.D. Power 2010, 2012, 2013, 2014, and 2018–2024 U.S. Financial Advisor Satisfaction Studies. Presented on July 10, 2024, for January to May of 2024, it is based on responses from 4,072 advisors employed by or affiliated with the firms included in the study. Not indicative of the firm’s future performance. Your experience may vary. Study is independently conducted, and the participating firms do not pay to participate. Use of study results in promotional materials is subject to a license fee. Visit jdpower.com/awards for more details.

In the highly regulated securities industry, multiple federal and state entities provide oversight of the work financial advisors do on behalf of investors. The types of services an advisor provides carry a corresponding requirement to affiliate with an appropriate firm or entity to ensure compliance with the rules governing those services. But we have many choices of whom to affiliate with and which business model we want to follow. The fact that we’ve chosen to work with Commonwealth Financial Network,® a Registered Investment Adviser–broker/dealer, provides some key advantages to clients:

• Our firm remains free to act in your best interest and to help you follow the best course of action to meet your financial goals. We can act in the best interest of clients and help them follow the best course of action to meet their financial goals. We can make recommendations without any pressure to promote proprietary products or strategies. It’s a model that differs from that of some other types of financial firms whose advisors are accountable not just to their clients, but also to the parent company that employs them.
• Fidelity Investments® provides clearing, custody, and other brokerage services to Commonwealth through National Financial Services LLC (NFS) or Fidelity Brokerage Services LLC, Members NYSE, SIPC. Like Commonwealth, NFS is an industry leader with a long and stable history of customer service excellence. We have the utmost confidence in the proficiency with which NFS handles every trade, statement, report, and myriad other transactions for millions of clients—and we believe that you can as well.