WALTHAM, Mass.--(BUSINESS WIRE)--Commonwealth Financial Network®, the nation’s largest privately held Registered Investment Adviser–independent broker/dealer, announces today the addition of Midwest Financial Group of Madison, Horicon, and Platteville, Wisconsin, to its network of independent financial advisors. Formerly affiliated with SII Investments Inc., advisors Mark Miehe, Matt Cuplin, Brandon Masbruch, and Tony Pochowski—along with their team—bring with them more than $186 million in assets under management.
Recognized for its values-based approach to financial planning, Midwest is a full-service independent advisory firm that focuses on building personalized, long-term relationships with individual and business clients to deliver customized investment management and retirement planning solutions. It provides services including portfolio management, strategic asset allocation, estate management, tax planning, family wealth and estate planning, retirement planning, and employer-sponsored benefit planning. For more information, go to www.midwestfinancial.net.
Noted Cuplin, Midwest’s president, “Our focus was on finding a partner whose values and beliefs reflected ours, who could offer a high level of service to us and our clients and demonstrate a proven business model with long-term sustainability.” After performing extensive due diligence on several firms, Cuplin said Commonwealth was the clear favorite, pointing to its technology innovation and company culture as determining factors.
“We chose Commonwealth because they know who they are, they understand the kind of advisor they best serve, and like us, they’re committed to putting the clients’ best interests first,” said Midwest founder and CEO Miehe. “This move is ideal not only for where we are now, but, even more importantly, for where we want to align ourselves for the future. With Commonwealth, we know we’ll be better positioned to serve our clients for decades to come.”
“Midwest shares our client-forward philosophy, and we’re excited to welcome them to the Commonwealth community,” said Andrew Daniels, managing principal, business development. “We look forward to helping the team benefit from our intuitive and integrated technology suite and comprehensive investment resources, as well as to supporting them in every way possible to deliver the kind of client experience they strive for and to fuel their ongoing growth.”
About Commonwealth Financial Network
Founded in 1979,
Commonwealth Financial Network, member FINRA/SIPC, is the nation’s
largest privately held Registered Investment Adviser–independent
broker/dealer, with headquarters in Waltham, Massachusetts, and San
Diego, California. The firm supports 1,710 independent financial
advisors nationwide. For more information, please visit www.commonwealth.com.
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