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Commonwealth Financial Network
 
 
Overview: 

At Commonwealth Financial Network, we entirely believe in the power of individual choice. After all, it was that same power that founded our firm!

When you go to a big financial professional with a famous Wall Street name, you don't necessarily get that choice. While many big-name firms offer quality investment products, the ones that a financial professional can offer you are often chosen by a big corporation. That choice is made by people who don't know you, and they often impose sales quotas on the financial professional helping you.

In other words, your investment choices may be limited, and there may be hidden agendas. We don't think that's the right way to do business.

Here's what we think is the right way to do business:

   Care for our clients in the way we'd want for ourselves. We founded Commonwealth Financial Network to be the kind of place where we'd want to be clients, if we didn't already work here! We'd want to be respected, informed, and heard. We don't expect our clients to demand any less.
   Know our clients and their goals. We understand that investing is more than just a numbers game. There's emotion involved as well. People assign different values to money and approach investing for many reasons. The so-called best investments aren't necessarily the best for everyone. When we first get to know each other, we'll ask you a lot of questions so that we can learn about you as a person, and we'll tailor your investments accordingly. We want to be just as excited about your dreams as you are.
   Treat clients like people, not like portfolio balances. One thing you'll notice about our firm is that we're friendly. Down to earth. Good listeners. Having been in the business a long time, we've encountered this mix of attitudes—and a whole lot of market cycles (both good and bad!). We've got a lot of perspective that can help keep you on an even keel through the ups and downs.
   Empower clients to feel confident about their decisions. You don't have to know the difference between a REIT and a UIT when you come to see us. We're happy to explain it to you if you're curious. If you're not, that's okay, too. Some clients want to take more of a hands-on role in the investment process; others want nothing to do with it. Either way, our goal is to make sure you sleep easily at night, secure in the knowledge that your money is working effectively for you.
   Practice time-tested financial approaches. At Commonwealth Financial Network, we follow prudent financial principles. We treat your money responsibly. As your needs or financial picture changes, we'll work with you to adjust your course of action accordingly. We monitor your portfolio's performance so you don't have to worry.
History: 

In 2005, Matt combined his various talents to form Parsons Financial, a company epitomizing the “client-comes-first” mindset, which allowed him the freedom to offer completely unbiased guidance with no possible underlying "corporate objective."

In 2010, we merged our name with Commonwealth Financial Network, who has always been our broker/dealer. We also welcomed Julia Lindberg to the team as a financial advisor in Eugene.

At this firm we believe that investing money does not have to be complicated and should be presented in a simple way, so that clients feel comfortable with the decisions they make with their money.

Commitment to the goals of the community and the goals of individuals is important to us. Without goals there is no way to determine where you want to go, and without a road map there is no achievement of a goal. This is where Commonwealth Financial Network adds value to our clients and to the community we serve.

We believe in doing business face-to-face—in the office or at your home. We pledge to offer you an environment where you can feel confident that:

   You can expect prompt replies from us to your directions or inquiries.
   Your money is working toward your goals effectively.
   Your wishes and opinions will be respected.
   Your needs are taken into account.
   Your investments are recommended because they are best for you, not for some corporation.
   You have access to unbiased research and information to help you make informed decisions.

We believe that Commonwealth Financial Network is the type of firm needed in this day and age of rushed and sometimes impersonal service.

In order to process securities transactions, financial companies must partner with a broker/dealer. We've chosen Commonwealth Financial Network, one of the preeminent independent broker/dealers in the United States. This partnership provides you receive access to a wide variety of investment choices to complement your financial goals. It also helps us best serve you in a seamless and efficient manner by providing back office, investment, and technology support.


 
 
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