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Edit Business | Commonwealth Financial Network
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About Discover what the largest privately held independent broker/dealer–RIA has been doing for financial advisors and their clients since 1979. Story Experience the freedom that comes from partnering with the nation’s largest privately held independent broker/dealer–RIA. Our only business interest is yours, and our only measure of success is how well we help you serve your clients—whether you do so as a registered representative, investment adviser representative, or registered investment adviser or through a hybrid service model. Mission We invest time, talent, and resources to make our cultural values come alive every day for our advisors, their clients, our professional partners, and our home office staff. Our mission rests on these four cornerstones: providing indispensable service to every one of our constituencies; remaining profitable; fostering a community that values and nurtures individual development; and having fun in the achievement of all of the above! Products Commonwealth Financial Network supports every advisor in his or her chosen business model, without pressure to promote any particular product or solution. Each advisor enjoys access to the thousands of investment products we offer from hundreds of providers in a completely nonproprietary environment. We deliver the back-office support and business resources that help advisors serve their clients’ interests and run their businesses at maximum efficiency. These include a full complement of wealth management and investment management services and expertise; an intuitive technology platform developed for the way financial advisors work and serve their clients; complimentary practice management consulting on everything from strategic thinking to staffing to marketing; and a Compliance team that acts as advisors’ partners and counselors, helping them achieve their clients’ personal goals and their own business goals, rather than simply dictating rules. Waltham Office: 29 Sawyer Road Waltham, MA 02453 800.237.0081 San Diego Office: 110 West A Street, Suite 1800 San Diego, CA 92101 877.347.1982 Member www.FINRA.org / www.SIPC.org www.commonwealth.com
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