Our Values & Vision

At Commonwealth Financial Group, we provide comprehensive financial planning services to bridge the gap between individuals & businesses and their aptitude. Our experienced team of Financial Planners is committed to personalized and unbiased advice, building long-term relationships based on trust, integrity, and transparency.

PURPOSE

Leading people to confidently reach their full potential

NICHE

Building balanced Financial Planning practices through an interdependent, partnership mindset

DECADES OF TRANSFORMATIVE GROWTH

Commonwealth Financial Group proudly traces its origins through MassMutual as one of its general agencies. As a renowned financial planning firm, we have established a strong regional presence across New England and a notable national footprint. Our driving force remains steadfast—a singular commitment to empowering advisors to unlock their full potential.

  • 2005
  • 2009
  • 2010
  • 2014
  • 2015
  • 2016
  • 2019
  • 2020
  • 2023

2005

Commonwealth Financial Group (CFG) reaffirms itself as a prominent financial planning firm.

2009

Expanded from metro Boston to 12 offices across the region.

2010

Graduated to a partnership mindset where advisors could build their own brand under the CFG umbrella.

2014

Took on a new energy by introducing the holistic financial planning approach.

2015

Established the Design Center, a financial planning-focused team with experienced specialists in Advanced Planning, Estate Planning, and Investments.

2016

Grew substantially and expanded footprint through two mergers in Northern and Southern New England.

2019

Formalized specialized departments to support the entrepreneurial practice model, including shared services, practice management, and planning experience teams and an innovation center.

2020

Created the technology platform, The Financial Planning Experience, to support advisors' financial planning practice models, along with the Business Design team for practice management and innovative strategies.

2023

Expanded the firm's resources to better deliver value to advisors' practices through our Advisor Centric Resource Model.

OUR CORE VALUES

  • The endless pursuit of possibilities.

  • Accepting diversity of the thought and perspective from varying groups of people, experiences, and backgrounds.

  • Embracing the power and value of working together.

  • Never-ending, transformational progress through change and innovation.

  • Having the ability to take control of personal and professional development by being creative and taking chances.

  • A commitment to excellence, integrity, and respect.