Esposito, Kiker and Associates Joins Commonwealth Financial Network®
Waltham, MA (May 19, 2014)—Commonwealth Financial Network® today announces the addition of Esposito, Kiker and Associates (EK&A) of Glen Ellyn, Illinois, to its network of independent financial advisors. Formerly affiliated with MassMutual Financial Group, Joe Esposito and Keith Kiker bring with them more than $150 million in client assets.
EK&A offers comprehensive financial planning and investment management services for high-net-worth clients—executives, business owners, professionals, and retirees. As objective, independent financial planning strategists, EK&A develops comprehensive, customized plans for their clients’ specific needs and goals, and manages their wealth with a systematic, long-term approach. For more information, please visit www.EKandA.com.
“We are extremely pleased to welcome EK&A to Commonwealth,” said Andrew Daniels, managing principal of business development at Commonwealth. “This two-person team is exactly the type of financial planners you would want guiding your financial future. Matched with Commonwealth’s infrastructure, support, and commitment to service excellence, Joe Esposito and Keith Kiker can dedicate their time to doing right by their clients—providing unbiased, well-thought-out solutions on an individual level.”
Joe Esposito, CFBS, said “We felt strongly that our current and future business needs aligned well with Commonwealth’s objectives. We identified a number of parallels between Commonwealth’s corporate values and ours, and we are confident that will translate positively for not just us, but our clients, too.”
“How Commonwealth treats advisors is how we treat our clients—and that was a refreshing find for us,” added Keith Kiker, CFP®. “In Commonwealth, we found a firm equally committed to our success, and we look forward to a dynamic, long-term partnership.”
Prior to joining Commonwealth, Esposito and Kiker used The Advisor Center’s virtual recruiting platform to perform their due diligence and explore affiliation options. The Advisor Center provided a centralized, objective platform where Esposito and Kiker were able to view a range of broker/dealerâ€“RIA affiliation options. Ultimately, they found Commonwealth’s culture and infrastructure to be the right solution for their practice.
Daniels concluded, “We thank The Advisor Center for connecting us with Esposito, Kiker and Associates, and we look forward to supporting their practice now and in the future.”
About Commonwealth Financial Network
Founded in 1979, Commonwealth Financial Network, member FINRA/SIPC, is the nation’s largest privately held independent broker/dealerâ€“RIA, with headquarters in Waltham, Massachusetts, and San Diego, California. J.D. Power and Associates ranks Commonwealth “Highest in Independent Advisor Satisfaction Among Financial Investment Firms, Three Times in a Row.” The firm supports more than 1,487 independent advisors nationwide in serving their clients as registered representatives, investment adviser representatives, and registered investment advisers, as well as through hybrid service models. For more information, please visit www.commonwealth.com.
About The Advisor Center
The Advisor Center is a web-based community empowering financial advisors to explore and compare new professional opportunities anonymously. The firm’s unique platform connects a diverse group of financial firms across all industry channels with financial advisors considering changing broker/dealers, joining an RIA, establishing an RIA, or joining an existing branch. The Advisor Center’s founder and CEO, Tom Daley, discovered over his 25 years in the financial services industry that advisors did not have a way to confidently and easily explore new career opportunities.
The Advisor Center is the only solution in the industry that gives financial advisors the control to research their options efficiently, conveniently, and anonymously. The absence of advertising provides advisors with a one-stop shop for objectively comparing a wide range of opportunities from large broker/dealers to branches and RIAs. A proprietary messaging system allows advisors to engage with companies, remaining anonymous until a sufficient comfort level is achieved to share confidential information. In turn, each company garners unprecedented visibility via their own microsite storefront in a community of potential recruits often missed using traditional recruiting methods. For more information, please visit www.theadvisorcenter.com.
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