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Commonwealth_2C_web
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 $296.3 billion.
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 remain free to act in your best interest, without any pressure to promote proprietary products or strategies.
As of 12/31/2023
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Committed to helping those in need

Commonwealth’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.

How Commonwealth helps us help you

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 us to provide you with the best possible guidance and the prompt, personal service you expect and deserve.

Best RIA Firm awards

Commonwealth received the highest score among independent advisors in the J.D. Power 2010, 2012, 2013, 2014, 2018–2023 U.S. Financial Advisor Satisfaction Studies. Presented on July 5, 2023, for December 2022 to April 2023, it is based on responses from 4,183 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.

Best RIA Firms - Choice I-Choice
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.
Best RIA Firms - Security I-Security
Security
Commonwealth is highly committted to safeguarding your privacy and ensuring that your personal data remains secure.
Best RIA Firms - Service I-Service
Service
The firm's high advisor to staff ratio means staff members answer our calls promptly, execute transactions quickly and accurately, and, in general, offer our firm the same highly personalized treatment we strive to give you.
Best RIA Firms - Technology I-Technology
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.
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contact us If you’d like to know more

We’d be glad to talk with you further or answer any questions you may have about
our affiliation with Commonwealth. Just ask!

contact us
IMG-Tax Upload
Tax Upload

As of the current period, we regret to inform you that we are temporarily unable to accept tax uploads for the fiscal year 2024. However, we want to assure our users that this restriction is only temporary, and we anticipate resuming the acceptance of tax uploads for the subsequent tax year, 2025. We appreciate your understanding and cooperation during this period, and we look forward to assisting you with your tax submissions in the upcoming year.

Please stay tuned for further updates on when the upload facilities will be reinstated for the 2025 tax season.

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