Matthews Office

119 South Trade Street,

Suite 101
Matthews, NC 28106


They’ve got our back, so we can have yours.




Commonwealth Financial Network® is a Registered Investment Adviser–broker/dealer that provides business solutions to independent financial advisors like us. We chose Commonwealth for its unique mix of tools and support, which allows us to run our practice efficiently and spend more time focused on you.

We're also independently owned and managed, so we don't answer to a parent company or shareholders, keeping us free to act in your best interest.

How Commonwealth helps us help you.

Commonwealth offers the scale, stability, and resources that help us deliver the solutions you need. It's that infrastructure—and the always expanding wealth of resources it provides—that makes it easier for us to provide you with the best possible guidance and the prompt, personal service you expect and deserve.

Investment choice

By providing access to a wide universe of investment vehicles and truly independent research, Commonwealth can help ensure that we have the freedom to operate in your best interests.

Technology

With an integrated technology platform from Commonwealth’s sister firm, Advisor360°®, we can efficiently manage your portfolio and provide you with first-class service and support.

Expertise

Commonwealth comes with a wide range of wealth management experience. However complex your needs, we can tap into the capabilities of knowledgeable and experienced professionals.

Research

Commonwealth offers us institutional-quality research from an in-house group of specialists who deliver everything from in-depth, impartial analysis of the market to asset allocation and portfolio construction recommendations.

Regulatory

Commonwealth’s Legal and Compliance teams offer valuable expertise in today’s complex regulatory climate, helping ensure that your investments—and our own business practices—remain in line with the industry’s ever-changing rules and regulations.

<h2>Committed to helping those in need</h2>

Committed to helping those in need

Commonwealth’s pledge to do the right thing also extends to the community at large. Its charitable foundation, Commonwealth Cares, directly supports a wide range of local and global causes and facilitates philanthropic giving to organizations that are meaningful to its employees, advisors, and their clients. That kind of dedication to the greater good is just one more reason we're proud to be affiliated with Commonwealth.