Our Philosophy

At Commonwealth Financial Network, we entirely believe in the power of individual choice. After all, that is the ideal that our firm is founded on.

We are an independent financial services firm. As such, we work to help you manage your investment experience with composure. Because of our independent structure, we are not subject to sales quotas, corporate influence, or proprietary products.

We work to provide independent financial advice, using the most appropriate investment options for you.

We are a group of people who adhere first to our values and seek to work with others with whom our value set is compatible.

We believe that money is not an end unto itself. Rather, we view money as a proxy that allows people to pursue what they truly value in life. We believe that wealth brings with it an accountability of its stewardship, and a responsibility to use it prudently for good. We believe it is important for those we work with to understand our values and understand our approach to life and money management.

Values we strive to live by without compromise:

  • Treat others with love.
  • Exemplify kindness.
  • Be honest.
  • Have humility.
  • Seek wisdom.
  • Show gratitude.
  • Appreciate freedom.

A team approach 
We work to bring sound ideas to your investment needs. We employ a team-based approach to provide holistic financial planning. As opposed to the typical "team" in the industry, which is nothing more than a group of advisors working under the same roof and often competing for the same assets, we work collaboratively to find constructive solutions in a friendly environment.

For many, dealing with finances can be stressful and difficult. We are professionals here to help you make sound financial decisions, and we are counselors here to help you have the confidence to stay the course. We ultimately want to help our clients have a happy and fulfilling life, understanding that your finances will play a role in that equation, but it is not the only consideration.