An Invitation

I’m happy to introduce you to a financial services company with a unique mission—one that encompasses purpose, vision, and core values in equal measure. I believe that staying true to these guiding principles is the reason why we’re recognized so often and by so many for the quality of life we enjoy here. And I also believe it directly translates to a better experience for our clients—the independent financial advisors we support—as well as for the investors they serve.

Our Purpose
We are all driven by a single, common purpose: to make a profound difference in our world.

We want to help people, and we are inspired by empowering the goals and dreams of everyone connected to Commonwealth, including our advisors, their clients, our home office employees, our industry partners, and those in our community.

Our Vision
We will passionately promote quality and community.

We strive to be the best at everything we do, while providing a supportive culture where everyone can thrive.

Our Core Values
We invest our time, talent, and resources in things we believe in, care about, and identify with.

We are guided by a commitment to:

I hope you’ll take a closer look at Commonwealth and all we have to offer. If you like what you see and want to know more about a place that’s unlike any financial services company—or other employer—you’ve known, please visit our Career Opportunities page.


Kate Creagh
Managing Principal,
Human Resources