You won’t find Evergreen Wealth Solutions in New York, Chicago, or Boston, but the sophistication of those major financial markets permeates our offices in central Pennsylvania. For evidence, look no further than our infrastructure provider, Commonwealth Financial Network®. Commonwealth has a 40-year history of helping financial advisors like us serve clients like you.
For one, it’s independent just like we are. In the same way we’re held to a fiduciary standard that dictates that we act in our clients’ best interests at all times, so is Commonwealth. We chose to partner with them because they share our belief that people come before profits. And through our partnership with Commonwealth, we receive access to industry-leading market research, additional financial planning expertise and a wide array of investment options.
There’s a reason J.D. Power’s advisor satisfaction survey listed Commonwealth at the top of its class six times in a row. One of the areas that drew us to Commonwealth as an infrastructure provider is its stellar reputation. We’re honored to be one of the select firms that Commonwealth agrees to partner with — they turn away about half the firms that inquire. Commonwealth also has processes in place for client privacy, investment clearing, and custody solutions that are among the most thorough in the industry.
As an infrastructure provider, Commonwealth delivers all that we could ask for. Our affiliation affords us access to the type of investment solutions our clients need to reach their goals. We also have access to Commonwealth’s experts in various specialties like estate planning, charitable giving and retirement planning when we believe it makes sense to tap into those additional resources.
We always knew that the mission of our infrastructure provider would have to align with ours. Enter Commonwealth, a firm that for four decades has been helping individuals, families, business owners and trustees by empowering their them to achieve their goals and dreams. Just like us.
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