Commonwealth Financial Services was founded in 2003 by advisors who believed clients deserved advice free from product pressure and conflicts of interest. After leaving a large, insurance-owned broker-dealer that prioritized proprietary products over client needs, our founders chose true independence, even in the face of uncertainty. That commitment led to the creation of an RIA firm built to serve not only high-net-worth individuals, but everyday families as well. Today, our mission remains the same: to provide objective, unbiased advice guided by our core values of Integrity, Insight, and Innovation, while treating every client like family.

As a fiduciary, integrity is the foundation of everything we do. We are committed to acting in your best interest and providing objective, transparent advice you can trust.

We bring clarity and perspective to financial decisions. Our guidance helps replace emotional reactions with logic, discipline, and a long-term approach.