Commonwealth Financial Group

Financial ServicesSouth Carolina, United States51-200 Employees

Commonwealth Financial Group is a Charleston-based financial services firm established in 2001. It emphasizes independent, team-oriented planning to develop personalized financial strategies for clients. The firm aims to help clients align their financial goals with what matters most, defining wealth in terms of meaningful impact now and for future generations.

It operates as an independently owned firm that offers its own suite of products and services, while securities and advisory offerings are provided through Cetera-affiliated firms, which are separately owned. This structure places Commonwealth within the financial services sector as a practice serving individuals and families with personalized planning and investment guidance via an independent platform. The company is based in Charleston, South Carolina, and operates as a mid-sized firm.

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