Commonwealth Financial Network

Commonwealth Financial Network, located at 90 Massachusetts 6A in Sandwich, Massachusetts, is a finance institution that prioritizes the success of independent financial advisors. With a focus on sophisticated solutions, specialized consulting, and intuitive tools, Commonwealth Financial Network has achieved impressive results, recruiting $15.9 billion in assets in 2023.

As we look towards 2024, Commonwealth Financial Network offers insights into the economy and markets with their 2024 Outlook. Whether you are looking to grow an existing practice, transition to a fee-only model, or explore independence for the first time, Commonwealth Financial Network provides innovative strategies to give you a competitive advantage.

With a suite of resources tailored to independent business owners, Commonwealth Financial Network helps advisors navigate the complexities of entrepreneurship and marketing. Whether affiliating as your own RIA or through their corporate RIA, Commonwealth Financial Network offers personalized consulting, operations, and compliance to optimize your business growth.

Testimonials from advisors highlight the supportive culture and resources at Commonwealth Financial Network, emphasizing the firm's commitment to delivering high-touch service and personalized client experiences. With a focus on helping clients plan for the future and navigate financial decisions, Commonwealth Financial Network is dedicated to empowering advisors to build successful enterprises.

If you are looking to plan for the sunset of the TCJA, explore irrevocable Medicaid trusts, or create a more inclusive culture for women advisors, Commonwealth Financial Network offers valuable insights and guidance. Connect with Becca, managing principal and chief business development officer, to learn more about how Commonwealth Financial Network can support your vision as an independent financial advisor.