Commonwealth was one of the first broker/dealer–registered investment advisers to devote itself to the special requirements of the independent financial professional.
Today, after more than three decades and many industry recognitions to be proud of, we are honored to be one of the most respected firms serving the financial planning community. Along with our national network of dedicated professionals, people from all walks of life entrust us to invest more than $95 billion to prepare for their future.
Our success has been the collective dedication to superior service—from both our home office staff and the individual financial advisor you rely upon.
We look forward to serving you through your advisor and consider each new relationship an opportunity to demonstrate why Commonwealth is Anything but Common®.
Chief Executive Officer