Commonwealth Financial Group

Commonwealth Financial Group We are committed to delivering the best-in-class financial planning experience.

Our dedicated collaboration prioritizes your success and propels you forward with cutting-edge solutions, personalized consulting, and intuitive tools. Commonwealth Financial Group has enjoyed over a 150-year reputation in the northeast of educating and empowering clients to take the steps towards financial confidence.

AmpliFi, our community of female advisors, hosted a full-day workshop designed to challenge perspectives, hold each othe...
06/23/2026

AmpliFi, our community of female advisors, hosted a full-day workshop designed to challenge perspectives, hold each other accountable, and create momentum for the second half of the year.

From honest conversations about growth to reframing your mindset with Dr. Amber Bartlett, the day was a powerful reminder of what a supportive culture feels like.

06/17/2026

Change doesn’t happen by waiting for permission. It happens by building what doesn’t yet exist.

Kerri Melley shares what it’s like to grow in a traditionally male-dominated industry, how she’s helping lower barriers for others, and why her natural strengths have become powerful tools for helping clients feel understood, confident, and supported.

06/04/2026

Andrew Howrigan shares the personal moment that introduced him to financial planning and sparked a purpose-driven career centered on clarity, empowerment, and possibility.

Swipe to see how one conversation can change everything.

We are proud to celebrate Chloe McKee, recipient of the MassMutual Foundation Community Service Gold Award, which includ...
05/21/2026

We are proud to celebrate Chloe McKee, recipient of the MassMutual Foundation Community Service Gold Award, which includes a $10,000 donation to support the mission of Type One.

Chloe’s volunteer leadership has strengthened Type One’s work supporting families living with type 1 diabetes. Since joining in 2022, she has contributed to strategic planning, fundraising, donor engagement, community outreach, and hosted financial wellness workshops with proceeds benefiting the Type One Cares Campaign. Her commitment is rooted in the belief that no family should navigate a chronic illness without guidance, resources, or community.

The Gold Award donation will expand direct relief for families, fund scholarships for students living with T1D, and help launch the new T1D Youth Empowerment Program.

At Commonwealth Financial Group, we are proud to recognize Chloe’s impact and grateful to the MassMutual Foundation for investing in advisors who strengthen their communities every day.

Read more here: https://www.commonwealthfinancialgroup.com/news-events/massmutual-recognizes-chloe-mckee

A closer look at our time in Newport.From an engaging keynote by Steven Kotler to meaningful conversation throughout the...
05/18/2026

A closer look at our time in Newport.

From an engaging keynote by Steven Kotler to meaningful conversation throughout the day, our Financial Planning Symposium captured the perspective, connection, and shared purpose that define our firm.

05/15/2026

This is what a few days in Newport looked like.

Advisors pushing the standard, learning from each other, and building what’s next. Our Financial Planning Symposium continues to be a defining part of how we grow, together.

05/15/2026

This is what a few days in Newport looked like.

Advisors pushing the standard, learning from each other, and building what’s next. Our Financial Planning Symposium continues to be a defining part of how we grow, together.

There’s something special about stepping onto the field at Fenway Park. Our annual CFG vs. Baystate Financial softball g...
05/13/2026

There’s something special about stepping onto the field at Fenway Park.

Our annual CFG vs. Baystate Financial softball game continues to be one of our favorite firm traditions. This year brought standout teamwork, high energy, and the kind of connection that sits at the heart of our culture. And we’re proud to say that CFG took home the win!

Days like this are a reminder that strong teams are built through shared experiences on the field and beyond.

05/06/2026

Doug Perry shares why partnering with CFG gave him the autonomy and support to establish a values-driven business aligned with his clients’ best interests.

Blue Chip Council landed in Sorrento this year, bringing together top advisors and their families for a week along the c...
05/01/2026

Blue Chip Council landed in Sorrento this year, bringing together top advisors and their families for a week along the coast. From outdoor dinners to cave explorations and boat tours, the trip was a perfect way to celebrate the people setting the pace.

Address

280 Congress Street, Suite 1300
Boston, MA
02210

Telephone

+16174394389

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