The Commonwealth Agency, Inc., was founded in 1995. The agency was designed in response to the needs of its clients: to help them to feel comfortable about seeking help with their financial goals and to assist them in a knowledgeable, courteous, and professional manner.

The Commonwealth Agency, Inc., chose to partner with Commonwealth Financial Network®, one of the preeminent independent Registered Investment Adviser–broker/dealers in the United States. The alliance with Commonwealth Financial Network ensures that clients receive a wide variety of investment and insurance choices to complement their planning strategies and financial goals. Also, the alliance helps The Commonwealth Agency, Inc., to serve its clients in a seamless and efficient manner by providing superior back office, investment, insurance, and technology support.