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Founder Charles Brown has built CFA with a passion for excellence, and with an unyielding adherence to three foundational principles:
At CFA we focus on investment advisory services, estate planning and the development of retirement income strategies. Our core mission here at CFA is straight forward and simple:
To provide our clients with comprehensive financial planning, education, and institutional quality investment management, all within a friendly and warm "family office" setting.
If you are not currently acquainted with our firm, this website is a way for you to get to know us, as well as our broker-dealer, Commonwealth Financial Network. If you are an existing client, you can use this website to access your account and to get up to date information about the markets. You can also view useful resources that will empower you to be a more knowledgeable investor.
Much has happened in recent years that has caused investors to lose faith in the financial services industry. Our firm rejected the traditional "Wall Street" model. We chose to work with Commonwealth Financial Network specifically because they are an independent broker-dealer. This means that we remain independent too.