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Independent:  We Work Only for YOU

Being independent means that we provide objective financial advice tailored to you and what you need, not just a single provider and what they want us to sell.

What We’re All About

Client Centered

We are a dedicated team of financial service professionals serving high net worth individuals, families, and corporations. Each of our team members has their own unique background and qualifications, expanding the level of seasoned financial experience the firm is able to offer.  

Mark Wilcox and Andy Maimona both hold the CFP® (Certified Financial Planner) Professional designation, the standard of excellence for financial planners. CFP® professionals have met extensive training and experience requirements, and commit to ethical standards that require them to put their clients' interests first. 

Why We’re Different

  • Independent – We work for you, not the companies who offer the investments we might recommend. Commonwealth Financial Network, provides us with the infrastructure, resources, and support necessary to allow us to focus on what we enjoy most – building relationships and advising our clients. As Independent Investment Advisor Representatives (IARs), we are fiduciaries held to the highest standard of care, required to act in our client’s best interest at all times. Helping you work toward your unique financial goals is our only priority.  

  • Custom Strategies – Asset Management through Commonwealth Financial Network means we have multiple options available to create your customized financial plan. When crafting a custom strategy, we are able to have our Investment Committee talk with many different custodians and select the financial products that we believe fit best with your plan.

  • Comprehensive Services – Retirement is only one part of your financial picture. We can provide financial planning through Commonwealth Financial Network for all aspects of your life, whether simple or complex.  

  • Highly Trained and Deeply Experienced – Our team has decades of experience in financial services to draw upon, including two team members who hold the distinction of being CFP® Professionals.

  • Relationship-based – We work for you, so we strive to understand your needs and update your financial plan as they change, building relationships that will grow, standing the test of time.

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