Commonwealth Financial Network has added Foundation Financial Partners, a Doylestown, Pa.-team that manages $881 million in client assets, according to a news release.
Formerly with Securian Financial Services, the team is led by President and managing partner Christopher Hackley, who has been in the industry since 1989 and with Securian since 1992, according to BrokerCheck. He is joined by partner and senior advisor Keith Tomer, client services director Roark Gover, along with six other advisors and five supporting team members.
The team, the release said, integrates all aspects of wealth management, including financial planning, investment advisory, and risk management services. It also noted that Hackley has created a specialized, homegrown development program that is designed to “help next-gen advisors attain important industry designations and develop the foundation necessary to prosper in their careers.”
“We wanted to go where service and technology are consistently commended,” Hackley said in a statement. “And Commonwealth aligns well with my model for developing and training younger advisors and implementing our succession plans. Introducing, integrating, and transitioning those advisors into our business will improve the client experience. I look forward to tapping into Commonwealth’s tools and resources for recruiting and development support.”
Commonwealth’s advisor-centric professional support, practice management expertise, and integrated technology also made it a perfect fit for his team, Hackley added.
“We’re thrilled to have a firm as forward-looking as Foundations Financial join us,” said Becca Hajjar, managing principal and chief business development officer at Commonwealth. “Christopher puts significant thought and planning into every aspect of his business, and his decision to join us was no exception,” he added.