The firm runs an ensemble practice, both to encourage professional development—two current advisors are former paraplanners—and to provide the best support to their clients. While each client has a lead advisor, all staff members know them, know their story, and can step in to help when needed. This gives clients the personal connections they need and helps the firm gain new business through word of mouth.

The decision to join Commonwealth was largely based on the high-touch service the firm offers, along with its integrated suite of technology.

“Commonwealth’s 2.1:1 advisor-to-staff ratio* means there’s always someone on hand to help,” Robey said. “That’s huge for us. And the in-house offerings, such as compliance consulting, CRM, and clients account access, means we don’t need to go outside and pay for them on our own. Moving away from using different platforms that didn’t sync well to having more reporting functionality and software integration will save us time and allow us to focus on delivering the best experience to our clients.”

Becca Hajjar, senior vice president, chief business development officer, said “On behalf of Commonwealth, I’m thrilled to welcome this team of all-women advisors into our community. Stonebridge Financial Planning Group, LLC is focused on creating close, personal relationships with each of their clients, just as we are with the advisors we partner with.”

Hajjar added, “We’ve built out our services to RIA advisors over the last several years because we see the industry heading in that direction. With Stonebridge, our goal is to take a lot of work off their plate so they can focus on serving their clients and growing their business. We look forward to supporting them as they continue to evolve.”