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Commonwealth Financial Network Snapshot
Our Purpose: We are all driven by a single, common purpose: to make a profound difference in our world.
Our Vision: We will passionately promote quality and community.
Our Core Values: We invest our time, talent, and resources in things we believe in, care about, and identify with.
We are guided by a commitment to: Indispensable Service, Financial Strength, Personal Development, Giving Back, and Fun.
Our Vision: We will passionately promote quality and community.
Our Core Values: We invest our time, talent, and resources in things we believe in, care about, and identify with.
We are guided by a commitment to: Indispensable Service, Financial Strength, Personal Development, Giving Back, and Fun.
Commonwealth is one of the largest privately held independent RIA/broker-deals in the nation,* with offices in Waltham, Massachusetts, San Diego, California; and Cincinnati, Ohio. Since 1979, we’ve been delivering indispensable service to independent financial professionals so they, in turn, can put their clients first. Our technology, research, resources, and support—plus a variety of affiliation models—deliver what today’s independent advisors need to thrive.
That being said, we are a financial services company with a unique mission—one that encompasses purpose, vision, and core values in equal measure. Staying true to these guiding principles is the reason we are recognized so often and by so many for the quality of life we enjoy here. We believe it directly translates to a better experience for everyone: employees, advisors, clients, and our communities.
Creating a supportive culture where everyone can thrive is a mission we take seriously. From professional development to comprehensive benefits, grassroots leadership opportunities, generous bonus and stock option incentive plans, opportunities to unwind and connect, and so much more, Commonwealth is not just a great place to work—it’s a place that, for many, feels like home.
*As of 9/22/24, based on self-reported AUM data from 47 participating firms in the 2022 Financial-Planning.com IBD Elite survey.
That being said, we are a financial services company with a unique mission—one that encompasses purpose, vision, and core values in equal measure. Staying true to these guiding principles is the reason we are recognized so often and by so many for the quality of life we enjoy here. We believe it directly translates to a better experience for everyone: employees, advisors, clients, and our communities.
Creating a supportive culture where everyone can thrive is a mission we take seriously. From professional development to comprehensive benefits, grassroots leadership opportunities, generous bonus and stock option incentive plans, opportunities to unwind and connect, and so much more, Commonwealth is not just a great place to work—it’s a place that, for many, feels like home.
*As of 9/22/24, based on self-reported AUM data from 47 participating firms in the 2022 Financial-Planning.com IBD Elite survey.
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