Commonwealth Financial Network, a national Registered Investment Advisor (RIA) dedicated to providing financial advisors with integrated business solutions, has announced the welcome of the Rochester, New York-based Angelo Planning Group (APG) to its network of independent advisors.
Among APG’s 30 team members are 16 advisors, including founder and managing partner Ralph Angelo and registered principal Todd Harris. Previously with Osaic, the APG team reported advising on over $1.5 billion in client assets, making it one of Commonwealth’s largest new affiliates to date.
KEY QUOTES:
“Ralph Angelo and his partners have built a powerhouse practice by putting client service first, and we’re honored they chose Commonwealth to ensure that their model thrives, both now and as we partner with LPL Financial.”
“APG’s team ranges from advisors with decades of experience to those early in their career. Our infrastructure and home office support are flexible so that we can meet advisors’ needs across that wide spectrum. We look forward to helping their client-first model thrive.”
Becca Hajjar, managing principal and chief business development officer
“We’ve structured the business as a one-stop shop for everything in our clients’ financial lives—from retirement and estate planning to Medicare, long-term care, and other planning specialties.”
“We have ambitious growth plans made possible by a spectacular rising generation of financial advisors. Our move to Commonwealth ensures the durability of our service-oriented business model. Our due diligence emphasized making sure nothing would interrupt the natural flow of our business. We grew confident that Commonwealth holds itself accountable to the same client-service ethic we do.”
“We’re seeing significant benefits from the beginning and can focus on them, thanks to Commonwealth’s Transition team making the onboarding process straightforward.”
Ralph Angelo
