Matthews Office

119 South Trade Street,

Suite 101
Matthews, NC 28106

We chose to affiliate with Commonwealth Financial Network® as our Registered Investment Adviser–broker/dealer. Since 1979, Commonwealth has enjoyed a stellar reputation among the financial advisors it serves1. Among the many reasons are:

2-to-1 advisor-to-staff ratio

More personal relationships mean a better understanding of our firm, staff, and clients1.

Thriving advisors

Commonwealth’s community boasts the highest gross revenue per advisor among independent broker/dealers in 2022 as reported by Financial Advisor in April 2023, with an average of $986,1262,3.

Best place to work

Commonwealth has notched this honor more than 40 times—and counting. If a business is only as good as its people, our practice is in good hands.4

Independent, always. 

Commonwealth remains privately owned so our business needs come first, not the needs of shareholders or stock prices.

1 Advisor satisfaction based on average service ratings provided by Commonwealth advisors during annual Compliance visits and Practice Management feedback sessions.
2 As of December 31, 2022.
3 Commonwealth ranks highest gross revenue per advisor among independent broker/dealers, as reported by Financial Advisor, April 2023.
4 2004-2018 Best Places to Work Awards (44x) created by the Boston Globe, Boston Business Journal, San Diego Business Journal, San Diego Union-Tribune, and Computerworld. These awards are based on employee opinions on various employee satisfaction factors and are not specific to financial services and not imply an endorsement, recommendation, or reflect the performance of the advisor.