Waltham, MA (June 1, 2020)—Commonwealth Financial Network®, the nation’s largest privately held Registered Investment Adviser–independent broker/dealer, announced the addition of Buckley Financial Planning of Liberty Township and Worthington, Ohio, to its network of independent financial advisors. Formerly affiliated with Securities America, financial advisors Fred Buckley, ChFC®, founder and CEO, and Sean Buckley, CFP®, CFO, along with their team, bring with them total account assets of $230 million.
Buckley Financial Planning prides itself on serving clients with fee-based wealth planning expertise. Together, the team operates under its mantra of offering relational guidance, upfront advice, and generosity, with a focus on a true partnership between practice and client. By getting to know its clients on a personal level and offering regular check-ins and account reviews, Buckley Financial Planning delivers holistic strategies with a personal touch. For more information about the firm, visit https://buckleyfp.com.
“At Commonwealth, it’s not just about services that check a box,” said Sean Buckley. “Their core values and the values of our firm are very much aligned. As a firm, we’ve always broken the mold, but at Commonwealth, we fit right in. It’s nice to be among a successful advisor community where iron sharpens iron and integrity leads.”
Working with a niche clientele of public company executives, Buckley looks forward to taking advantage of Commonwealth’s extensive practice management and advanced planning expertise for his clients, for whom the firm serves as a trusted guide on everything from wealth management to charitable giving.
“We are so pleased to welcome Buckley Financial Planning into our fold,“ said Andrew Daniels, managing principal, business development. “It’s always a pleasure when we can invite a practice that’s rooted in the same guiding principles that we hold dear. We’re confident that the familial relationship and depth of services they’ll find at Commonwealth will mirror the care they provide their clients.“
About Commonwealth Financial Network
Founded in 1979, Commonwealth Financial Network, Member FINRA/SIPC, is the nation’s largest privately held Registered Investment Adviser–independent broker/dealer, with headquarters in Waltham, Massachusetts, and San Diego, California. J.D. Power ranks Commonwealth “#1 in Independent Advisor Satisfaction Among Financial Investment Firms, Seven Times in a Row.” The firm supports more than 2,000 independent financial advisors nationwide. For more information, please visit www.commonwealth.com.
Commonwealth received the highest score in the independent advisor segment of the J.D. Power 2010, 2012, 2013, 2014, 2018, 2019, and 2020 Financial Advisor Satisfaction Studies of customers’ satisfaction among financial advisors. Visit jdpower.com/awards.