Commonwealth Financial Network

Coming to Vegas for Exchange 2025? We’d like to upgrade you to a suite . . . of advisor-centric service, support, and tech. If growing your business, optimizing your time, and empowering your future are your goals, Commonwealth can help you get across the threshold. Visit BizDev consultant Meaghan Flynn to learn why 2,300+ independent advisors have chosen Commonwealth as their destination. #financialadvisor #wealthmanagement #ExchangeETF

Tax refund season is here! A little extra cash is a great opportunity to brainstorm your options, such as reinvesting in your business, replenishing your nest egg, or treating yourself to something special. Tell us which path you’d take in our poll, or comment below with another idea.

Some decisions come down to numbers. Others come down to a feeling. For Julia Rhea, ChFC?, and Dominic Randazzo, CFP?, switching firm partners started as a search for cutting-edge technology and exceptional support. But in the end, culture made all the difference. “It felt very honest, like someone saying, unapologetically, ‘This is who we are,’” they shared after visiting our home office. “No fluff, no pretending.” (And really, what better compliment is there?) They wanted a firm partner big enough to offer institutional strength—while still feeling like home—and a balance that perfectly aligned with their business philosophy. Now, with Commonwealth by their side, they’re gearing up for their next chapter—expanding their government sector reach, leveling up their advisory and planning business, and making an even bigger impact in their communities. Get to know the Oasis team: www.oasiswp.net #commonwealth #financialadvisor #wealthmanagement

Let’s have a chat! Schedule a 15-minute Breakthru convo with us at Future Proof Citywide in Miami Beach—so we can learn what independence means to you and how we can support your goals. We’re looking forward to an energizing event with RIAs, financial advisors, family offices—and many productive conversations! Get yours on the books today. https://bit.ly/3FrcvCe #commonwealth #financialadvisor #financialnetwork

Chris Fasciano and Sam Millette are back with this month’s Market Observatory episode—and not a moment too soon, given the whirlwind of policy proposals and changes blowing through the economic landscape. Listen up for analysis on: ?? Inflation’s stickiness and trajectory ??? Cooling consumer confidence ???? Portfolio strategies to weather uncertainty Looking for more? All Market Observatory episodes are in one place. Find them here—and subscribe to stay in the loop. https://bit.ly/41YLXRs #portfoliostrategy #inflation #marketoutlook

With uncertainty rising, how can investors navigate market volatility? In his latest for WealthManagement.com, Commonwealth’s Chris Fasciano, chief market strategist, discusses the importance of revisiting investment strategies, finding pockets of strength, and tuning out the short-term noise. Read it here: https://bit.ly/3R0WwNw #commonwealth #financialadvisor #economy

Kristi Pero, senior cashier level II, sets a high bar for excellence at Commonwealth—and even more so now that she’s been awarded the inaugural Give Back Trailblazer Award. Launched in 2025 to recognize employees’ charitable spirit and achievements, we’re proud to celebrate Kristi and all she does for our community. A leader in Commonwealth’s give-back efforts for more than a decade, Kristi has poured her heart and talent into the Commonwealth tradition of adopting a family for the holidays through the Waltham Boys & Girls Club. Taking full ownership of this initiative in 2017 after the passing of Commonwealth’s beloved Kim Hiltz, Kristi has brought her signature passion and follow-through to a program that makes the holidays merrier for families in our community. We couldn’t be more inspired to have Kristi as the standard bearer for the Give Back Trailblazer Award. Please join us in celebrating Kristi for all she’s accomplished. ?? #commonwealth #giveback #companyculture

Advisors, if you had access to extra capital, how would you use it to elevate your firm? ?? Expand through M&A? ?? Invest in leading-edge tech? ?? Recruit additional staff? ?? All of the above? The right funding can open new doors—and our new infographic can help you choose which ones to walk through. Download it now. https://bit.ly/3DwKhFw #commonwealth #capitalaccess #wealthmanagement

It’s a great day at Commonwealth when four of our advisors make the 2025 InvestmentNews Top Advisors list! ?? We’re proud that you’ve grown your businesses and AUM despite the difficult conditions for advisors across the U.S. Your resilience and innovation have made the Commonwealth community stronger for many years now—and we can’t wait to support what’s next for you! *2025 InvestmentNews Top Advisors, created by InvestmentNews. Presented in February 2025 and based on data August 2023 to August 2024. Advisors pay a fee to hold out marketing materials. Not indicative of advisor’s future performance. Your experience may vary. Click here for most recent award information. bit.ly/4ignrRb? ? #commonwealth #financialadvisor #wealthadvisor?

Ever wondered what a day at Commonwealth really looks like? Follow along as social media specialist Kayla Leonard takes you behind the scenes of a typical day of collaboration, problem-solving, and learning in our Waltham office (fueled by more than a little cold brew). Kayla started working with us as a member of our Sales team and, as her career goals evolved, found her next opportunity on the Social team. Your career path isn’t set in stone—with Commonwealth, you can grow in the direction that’s right for you. From meaningful work to a culture that supports growth, this is what it means to build a career you love. Find out more about open job opportunities, and consider starting your next chapter with us. https://bit.ly/3F7aT0b #commonwealth #dayinthelife #careergrowth