A father-son team has exited Securities America to join Commonwealth Financial Network, the nation’s largest privately held registered investment advisor–independent broker-dealer, according to a company release.
Fred Buckley, founder and CEO, of Liberty Township and Worthington, Ohio, and his son Sean Buckley, along with their team, bring with them total account assets of $230 million.
"Buckley Financial Planning prides itself on serving clients with fee-based wealth planning expertise," Commonwealth's press release stated. "Together, the team operates under its mantra of offering relational guidance, upfront advice, and generosity, with a focus on a true partnership between practice and client."
Sean Buckley said Commonwealth’s core values and the values of Buckley are very much aligned. “As a firm, we’ve always broken the mold, but at Commonwealth, we fit right in. It’s nice to be among a successful advisor community where iron sharpens iron and integrity leads,” he said.
He added Buckley looks forward to taking advantage of Commonwealth’s practice management and advanced planning expertise for its clients.
“It’s always a pleasure when we can invite a practice that’s rooted in the same guiding principles that we hold dear,” Andrew Daniels, Commonwealth’s managing principal of business development, said. “We’re confident that the familial relationship and depth of services they’ll find at Commonwealth will mirror the care they provide their clients.”
Founded in 1979, Commonwealth Financial Network has headquarters in Waltham, Mass., and San Diego. The firm supports more than 2,000 independent financial advisors nationwide.