Commonwealth Financial Network® was founded to serve as the home office for investment professionals committed to providing unbiased financial guidance to their clients.
The fact that we've chosen to work with Commonwealth Financial Network® (Commonwealth), an independent broker/dealer, means that our firm remains independent, too. We are free to act solely in your best interest, without bias and without pressure to promote a particular product or strategy. It's a model that differs from that of some other, larger financial firms known as wirehouses, whose financial representatives are accountable not just to their clients, but also to the parent company that employs them.
Unlike traditional Wall Street firms, Commonwealth does not produce or market any proprietary investment products, nor does it impose any sales quotas on its affiliated advisors. Accordingly, its national network of independent financial professionals is unique in its ability to make your needs the only motivating force—and that is the way it should be.
Commonwealth is also independently owned and managed, which means the firm retains the freedom to allocate resources where they're needed and to act in the best interests of its financial advisors and their clients—not shareholders.
Commonwealth's goal is to ensure that we are able to direct the maximum amount of energy possible toward our role as financial caregivers. It makes this feasible by supporting us with:
Technology
Commonwealth's continual investment in leading-edge systems strives to provide superior account processing and management, as well as access to critical data.
Research
In-house experts at Commonwealth pore over vast amounts of financial data to offer advisors an additional perspective on investment decisions.
Professional Education
We participate in a rich curriculum of technical seminars and educational programs reflecting the best practices in the growing complexity of financial issues.
Account Support
Informed investors can enjoy greater personal comfort. Through consolidated monthly statements, online account access, and Commonwealth's Service Center, we can provide you with the information you'll need.
In today's complex economic environment, the major difference between making money and keeping money is knowledge. Investment decisions vital to your economic security are far too important to be ignored or left to a machine—or to anyone whose primary responsibility is not you, the investor.
Commonwealth believes in supplying primary financial care through independent financial professionals.