View From The Experts
Andrew Daniels
Managing Principal, Business Development
Commonwealth Financial Network
Be The Kind Of Advisor You Want To Be
True independence is about choice. And that’s exactly what Commonwealth has been offering advisors since we opened our doors in 1979. When you choose Commonwealth as your partner, you enjoy complete freedom to operate as a fee-only or dually registered business—and you can feel confident knowing that we’ll do whatever it takes to help you get where you want to go. Our private ownership means we’re not beholden to shareholders, stock prices, or a parent company. So we’re free to make decisions with you, not for you. Plus, we’re dedicated to investing in the kind of infrastructure, scale, service, and support you want and deserve to help you serve your clients and drive your business your way.
We Take Care Of The Rest
Whatever path you choose, we’ve got you covered with flexible, holistic support that works for you both today and
as your business evolves, including:
Integrated technology that seamlessly connects all aspects of your practice, allowing you to scale your business, reduce costs, and work efficiently.
Practice management consulting for guidance on staffing, marketing, succession planning, and more.
Advanced planning expertise to help you provide solutions to clients with complex needs.
Compliance support and tools or complete oversight and auditing, depending on your affiliation.
Research analysis and support from our award-winning team to help you deliver the knowledge and guidance your clients expect.
The Right Move Is The Last One You Have To Make
Stated simply, our business model is the one that complements yours, whatever choices you make along the way. If you’d like more information on how we can help you on the path to independence, please visit us at www.commonwealth.com/joinus.
Commonwealth has built a 38-year reputation on the principle that our business model should
complement yours. Our private ownership means we answer only to you, not to shareholders or a parent company—so we are able to make decisions with you, not for you, to support you in every way. Ultimately, what differentiates us most is our distinct culture. Quite simply, we love what we
do, and this translates to the most satisfying and productive experience possible for you as your pursue the independent business you’ve always wanted. Member FINRA/SIPC.