Fee-Based Censia Wealth Advisors Discovers Community in Move to Commonwealth
Firm cites an advisor-centric service model and a deep bench of expertise as major draws.
Waltham, MA (August 10, 2022)—Commonwealth Financial Network®, a national firm dedicated to providing financial advisors with holistic, integrated business solutions, announces the addition of Censia Wealth Advisors from Santa Rosa, California, to its network of independent financial advisors. Formerly with Securities America as The Hart Group, financial advisors Janet Hart, CFP®, Kelly Soria, CFP®, and Alex Clark bring with them a 26-year business with $165 million in assets under advisement.
Mainly a fee-based business, Censia operates as a fiduciary to provide comprehensive investment management and retirement planning guidance, specializing in serving clients who are nearing or in retirement. The firm emphasizes a culture of approachability, with a focus on fostering deep relationships and delivering exceptional service. Each client has a lead advisor, backed by the rest of the team, who establishes personal connections with clients so they can step in as needed. To learn more about the firm, visit www.CensiaWealth.com.
“We were looking for a partner who treats us like we treat our clients, and we’ve found that in Commonwealth,” said Hart. She pointed to direct access to chief investment officer, Brad McMillan, the team of in-house advanced planning and research thought leaders, and other experts across Commonwealth as a major differentiator, too. “Having an extended team working hand-in-hand with us to provide our clients with the best possible solutions was a game changer for us,” added Hart.
Becca Hajjar, managing principal, chief business development officer, said “The team at Censia puts client relationships first—the very same philosophy on which we’ve built our reputation. We couldn’t be happier to welcome them to Commonwealth.”
Hajjar added, “Because our core values are so closely aligned, we’re confident we can provide Censia with the right combination of robust tools, accessible support, and the strength of a dynamic advisor community to empower them to further evolve their business.”
The opportunity to connect with peers is something the Censia team relishes. “We’re excited to be part of a community where we don’t get lost in the mix,” said Soria. “We feel like we’re at home.”
With the move, the firm opted to freshen its brand with a new name that conveys its value proposition. “Censia is based on the Latin word ‘censeo,’ which means to give an opinion or recommend. It represents the kind of thoughtful, personalized guidance we provide to our clients,” explained Soria.
About Commonwealth Financial Network®
Commonwealth Financial Network, Member FINRA/SIPC, a Registered Investment Adviser, provides financial advisors with holistic, integrated solutions that support business evolution, growth acceleration, and operational efficiency. J.D. Power ranks Commonwealth Financial Network “#1 in Independent Advisor Satisfaction Among Financial Investment Firms, Nine Times in a Row.” Privately held since 1979, the firm has headquarters in Waltham, Massachusetts, and San Diego, California. Learn more about how Commonwealth partners with more than 2,000 independent financial advisors nationwide by visiting www.commonwealth.com.
Commonwealth received the highest score in the independent advisor segment of the J.D. Power 2010, 2012, 2013, 2014, 2018, 2019, 2020, 2021, and 2022 Financial Advisor Satisfaction Studies of customers' satisfaction among financial advisors. Visit jdpower.com/awards.