Firm assets under advisement and assets under management figures as of 1/1/2024.
Client retention rate as of 1/1/2024, based on annual periods beginning 1/1/2014. Data incorporates wealth management/advisory client households that have maintained their relationship/accounts with our firm as a percentage of the firm’s total number of advisory client households, excluding relationships terminated due to death.
Certified Financial Planner Board of Standards Inc. owns the certification mark CFP®, CERTIFIED FINANCIAL PLANNER™, CFP® (with plaque design) and CFP® (with flame design) in the U.S., which awards to individuals who successfully complete the CFP Board’s initial and ongoing certification requirements.
Securities and advisory services offered through Commonwealth Financial Network®, member www.FINRA.org / www.SIPC.org, a Registered Investment Adviser. The Financial Advisors associated with this website may only discuss or transact business with residents of states in which they are properly registered. No offers may be made or accepted from any resident of any other state. Please check FINRA’s Broker Check for a list of current registrations.