Investor Access

CommonWealth Financial Planners is an Independent Registered Investment Advisory Firm with the State of Georgia. The team at CommonWealth Financial Planners has distinguished itself since 1983 by the genuine care and concern extended to our clients. We deliver excellent client service along with integrity, honesty, experience and knowledge while building long-term relationships with our clients.

Our approach is to establish a lifelong partnership with you. The longer we know you, the more we’ll know about you and your unique situation, and therefore, the more we’ll be able to help you. It is an ongoing process – not a single event.

Our aim is to determine your financial planning needs and desires; then provide you with the information, recommendations and tools necessary to meet your needs.

Our philosophy is that wealth is created through ownership.

Our goal is to help you reach yours.

Your Rights as a Client:

  • Courteous Service
  • A Trustworthy and Competent Financial Advisor
  • Suitable Recommendations
  • Timely Transactions at the Best Available Prices
  • Full Disclosure of Costs and Risks
  • Clear Communications
  • Comprehensive Statements and Trade Confirmations
  • Prompt Error and Complaint Resolution
  • Strict Confidentiality

Click here to read the Client Bill of Rights

CommonWealth Financial
Planners, Inc.

An Independent Registered
Investment Adviser

1033 Canton Street
Roswell, GA 30075
Phone: 770-399-6644
Fax: 770-399-5386
Contact Us

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Securities offered through
Raymond James Financial Services, Inc.
Member FINRA/SIPC, an independent broker/dealer

CFP® | Certified Financial Planner™ |
Certified Financial Planner Board of Standards, Inc., owns the certification marks above, which it awards to individuals who successfully complete initial and ongoing certification requirements.