Our Story

SEASONED PERSPECTIVES

Our Experience on Your Side

Through our team approach, you get the strength of our advisors’ combined knowledge, strategies, and perspectives to address the important financial decisions you face at every stage of your life.

WHO WE ARE

Independent Advisors

We are committed to serving your best interest.

As an independent advisory firm, we take a collaborative approach to serve you properly. We deliver a comprehensive roadmap that seeks to provide financial security for you and your family.

How We Help

FOCUSED ON YOU

Our Philosophy

Our mission is a simple one: We want to create a sound financial plan that gets you to and through the retirement you've dreamed of and allow you to efficiently transfer your wealth to your next generation.

This communication is strictly intended for individuals residing in the states of AL, CA, CO, CT, DC, DE, FL, MA, MD, MI, MO, NC, NJ, NV, NY, PA, SC, TX, VA, WV. No offers may be made or accepted from any resident outside these states due to various state regulations and registration requirements regarding investment products and services. Investments are not FDIC- or NCUA-insured, are not guaranteed by a bank/financial institution, and are subject to risks, including possible loss of the principal invested. Securities and advisory services offered through Commonwealth Financial Network®, member FINRA/SIPC, a Registered Investment Adviser. Additional advisory services offered through Severn Financial Advisors are separate and unrelated to Commonwealth.

Privacy

Form CRS: Client Relationship Summary