Founded in 1985, Commonwealth Planning Associates is a financial advisory firm that operates as a member of the Commonwealth Financial Group. The firm's mission is to serve as a lifelong resource for its clients by providing personalized financial guidance and strategies. They employ a team-based approach to address a wide range of financial needs, including investment management, retirement planning, estate planning, risk management, and insurance solutions, with a focus on building long-term client relationships.

Founded in

United States