An Invitation

This is a company with a unique dual vision: to be the best at everything we do and to maintain a supportive environment where all employees can thrive. We believe it's a big part of why we're recognized so often and by so many for the quality of life we enjoy here. We also think this translates to a better experience for our clients—the independent financial advisors we support—as well as for theirs.

Once you take a closer look, you'll find that we're unlike any other financial services company—or employer—you've known.

Our mission

We invest time, talent, and resources to make our cultural values come alive every day—in countless ways—because we believe that this is the only environment in which we can achieve our primary goals:

We encourage you to explore Commonwealth and all we have to offer. If you like what you see and want to know more about our refreshingly fun, challenging, and relaxed culture, let us hear from you.

The best kind of culture shock awaits!


Kate Creagh
Managing Principal,
Human Resources