An advisory firm with nearly $384 million in assets under management has left Lincoln Investment to join Commonwealth Financial Network.
The firm — Tupelo Wealth Partners, based in Harleysville, Pa. — delivers full-service wealth management consulting on financial planning, family legacy and generational planning, higher education planning, and retirement planning for their clients and their loved ones. Tupelo advisors also have extensive knowledge of the Pennsylvania pension plan, which enables them to help clients navigate complex pension decisions.
Tupelo’s advisors include Les Benzak, CFP, EA; John Gallagher, CFP, AIF; and Lynn Craig, CFP.
“We inevitably chose Commonwealth because of the technology, culture, and leadership,“ said Benzak. “Having one platform was extremely appealing to us. The operational efficiencies gained by joining Commonwealth give us time back in our day. With Commonwealth, business is easier for us and our clients, which enables us to focus on our growth goals of tripling assets under management through organic and inorganic means.”
Commonwealth Financial, based in Waltham, Mass., is a national independent broker-dealer and registered investment advisor that provides financial advisors with holistic, integrated business solutions. The company has approximately 2,200 affiliated independent financial advisors overseeing more than $296 billion in assets as of Dec. 31.
