What sets us apart from our competitors is our experience, expertise and client service. Our three partners have over seventy years of combined experience and have earned the most respected financial credentials. Knowing that financial planning is a life-long process, we have committed tremendous resources to client service. We have a highly trained and knowledgeable client service team focused on supporting our clients through all phases of their financial lives.

Our guiding vision is to align investment and insurance strategies with comprehensive financial planning through every stage of life. That’s why our CERTIFIED FINANCIAL PLANNER™ professionals approach your finances from a broad view to evaluate, adjust and synchronize all the moving parts of your finances.  

We begin by partnering with you to define your long-term goals, then work collaboratively with you to implement coordinated strategies to achieve them. Recognizing that financial planning is a lifelong process, we have committed tremendous resources to building a sophisticated client service team focused on meeting the unique needs of our clients.  

We are passionate about guiding our clients through their most important financial decisions.

Commonwealth Planning Group

This department is responsible for creating and managing financial plans and analyses to support organizational financial goals.

Commonwealth Planning Group

Org chart

Teams

Financial Planning

Offices

Commonwealth Planning Group

Org chart

Teams

Financial Planning

Offices

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