Waltham, MA (February 4, 2025)—Commonwealth Financial Network®, a national RIA dedicated to providing financial advisors with holistic, integrated business solutions, welcomes Schneider Wealth Strategies to its network of independent advisors. Formerly with Cambridge Investment Research, founder David A. Schneider, CFP®, reported advising on more than $320 million in client assets.*

From Manhattan, the team conducts financial planning and manages assets for business owners, professionals, and high-net-worth retirees in the tristate region and across the U.S.—with a strong emphasis on availability. “Our objective is to be at the center of our clients’ financial world, always available for questions across a broad range of topics,” explained Schneider. Learn more at https://www.schneiderwealthstrategies.com/.

“David Schneider sought a long-term partner he could count on and true access to senior leadership to help him further develop his business, and we’re thrilled to welcome him and his team to Commonwealth,” said Becca Hajjar, managing principal and chief business development officer. “Like many in our community, David emphasizes simplicity—both in the client experience he offers and in his vision for operating his practice.”

“When I was considering partner firms, I looked closely at solutions for day-to-day management of client investments,” said Schneider. “Commonwealth is best of breed in efficiency, and its technology will help me propel my practice to the next level and give my clients a streamlined digital experience.”

In selecting Commonwealth, Schneider also focused on robust model portfolio solutions and a culture with a personal feel. “There doesn’t seem to be a lot of layers, and I don’t get a big bureaucracy feeling from Commonwealth,” he said. “I’ve been independent for more than 30 years, so it was important to me to choose a firm with a reputation for truly honoring independence.”

About Commonwealth Financial Network®

Commonwealth Financial Network, Member FINRA/SIPC, a Registered Investment Adviser, provides financial advisors with holistic, integrated solutions that support business evolution, growth acceleration, and operational efficiency. J.D. Power ranks Commonwealth “#1 in Independent Advisor Satisfaction Among Financial Investment Firms, 11 Times in a Row.” Privately held since 1979, the firm has headquarters in Waltham, Massachusetts, and San Diego, California, and an operations hub in Blue Ash, Ohio. Learn more about how Commonwealth partners with approximately 2,345 independent financial advisors overseeing more than $344 billion** in assets nationwide by visiting www.commonwealth.com.

Commonwealth received the highest score among independent advisors in the J.D. Power 2010, 2012, 2013, 2014, and 2018‒2024 U.S. Financial Advisor Satisfaction Studies. Presented on July 10, 2024, for January to May of 2024, it is based on responses from 4,072 advisors employed by or affiliated with the firms included in the study. Not indicative of the firm’s future performance. Your experience may vary. Study is independently conducted, and the participating firms do not pay to participate. Use of study results in promotional materials is subject to a license fee. Visit jdpower.com/awards for more details.

^{* As of 9/11/2024}

^{** As of 12/31/2024}