Working with an Independent Advisor

We are independent financial advisors. That means we are not loyal to or restricted by proprietary products. We do not work FOR any particular investment platform. As a result, we can make recommendations for our clients that are free from conflicts of interest.

While our office is locally owned and operated, we are supported by the research and resources of Commonwealth Financial Network®, the nation’s largest privately-held independent broker-dealer.

The Commonwealth network is comprised of over 1,400 independent advisors and over 500 office support staff. Commonwealth provides:

  • Institutional quality research with an independent viewpoint from an elite research team.
  • A team of consultants who provide Align FSG with unbiased guidance, market expertise, fiduciary best practices, and industry-leading products, resources, and services that support our work with 401(k) plan sponsors
  • A compliance team who ensures that Align FSG’s activity with clients is within the regulatory guidelines for the financial industry