Welcome to the Power of Partnership
You have a vision as an independent financial advisor. Realize it with a partner that puts you first and powers you forward with sophisticated solutions, specialized consulting, and intuitive tools.
Expertise to Evolve Your Business
Get the support and guidance you need to build the practice you've always envisioned.
Accelerate Your Growth
Tap into intellectual capital, targeted marketing strategies, and tailored development programs to join the ranks of the industry's most productive advisors.
Streamline Your Operations
Get back more of the time you need to focus on what matters most.
Transition Your Way
You've decided to make a change. What happens next? We'll take care of the details so you can take care of your clients.
Resources
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Guide
Tuesday, August 19, 2025 Commonwealth11 Estate Planning Traps That Could Derail Your Clients’ Future
Estate planning is high-stakes. One overlooked detail can jeopardize everything your clients worked so hard to build. As their trusted advisor, you can’t afford to let avoidable mistakes put legacies at risk. -
Guide
Tuesday, July 8, 2025 CommonwealthThe #1 Guide to Elevating Your Retirement Income Planning Game
Are your retirement income strategies truly aligned with your clients' evolving goals, risks, and emotions? This guide gives you the framework to build more resilient plans and stronger client loyalty. -
Guide
Wednesday, April 9, 2025 CommonwealthStrategic Growth Marketing: Building a Steadfast Firm
Financial advisors face a critical marketing challenge: how to attract new clients while simultaneously positioning their firm for future merger and acquisition (M&A) opportunities. If this sounds like you, but you’re unsure where to start, our new guide can help. -
Infographic
Friday, March 21, 2025 Commonwealth8 Ways to Supercharge Your Firm with Capital Access
If you could make meaningful enhancements for your firm—and had the funding to make it happen—what would you change? Explore this inspiring list of possibilities, such as M&As, new tech, and staff training and development. -
Guide
Monday, February 10, 2025 CommonwealthCounting Costs: The True Value of Independence
Working at a wirehouse often means long hours with limited autonomy. Learn how breaking away can unlock new opportunities, higher earnings, and accelerated growth. -
Guide
Monday, December 16, 2024 CommonwealthThe Independent Advisor's Guide to New Hire Onboarding
Moving from a wirehouse to the independent channel is an exciting step in your evolution as an advisor. But with that independence comes new responsibilities—like hiring and onboarding your own team. Download your step-by-step guide for success.
About Commonwealth
Commonwealth Financial Network, Member FINRA/SIPC, a Registered Investment Adviser, provides financial advisors with holistic, integrated solutions that support business evolution, growth acceleration, and operational efficiency. Founded in 1979, the firm has headquarters in Waltham, Massachusetts, and San Diego, California, and an operations hub in Blue Ash, Ohio.
