BostonPremier Wealth, LLC, a fee-based financial planner in Boston, has joined Commonwealth Financial Network with $225 million in client assets, according to a news release.
Formerly with the LPL Financial platforms, BostonPremier partners Mark Bossey and Ryan Marini lead a team that also includes advisors Geoff McCarthy, of sister firm Peloton Wealth Management in Concord, Mass., and Joshua Grieves.
BostonPremier specializes in preparing professionals and business owners for retirement. The firm uses a data-based, objective approach to fully understand and meet the individual needs of each client, which is complemented by Commonwealth’s institutional-quality research and tightly-integrated technology.
Founded in 1979, Commonwealth Financial Network is the nation’s largest privately held Registered Investment Adviser (RIA)-independent broker-dealer (IBD), with headquarters in Waltham, Mass., and San Diego.