Our Broker-Dealer & Custodian

The Perfect Blend for your needs;

Small Family-Company Feel with the Support and Infrastructure of a Large Corporation.

Commonwealth (CFN): Our Broker Dealer

Commonwealth (CFN): Our Broker Dealer

Commonwealth supports us with operations, compliance, and advanced planning strategies.

Learn more: Commonwealth
Fidelity Investments: Our Custodian

Fidelity Investments: Our Custodian

Fidelity is the custodian for our clients' assets.

Learn more: Fidelity
Your Privacy & Security: Our Standard

Your Privacy & Security: Our Standard

We have physical, technical, and organizational protections. This compliance applies to all advisors, advisor support staff, and Commonwealth staff.

Learn more: Privacy & Security

Fidelity Investments (Fidelity) is an independent company, unaffiliated with Commonwealth or Steffens & Steffens. Fidelity is a service provider to both. There is no form of legal partnership, agency affiliation, or similar relationship between these firms and Fidelity, nor is such a relationship created or implied by the information herein. Fidelity has not been involved with the preparation of the content supplied and does not guarantee, or assume any responsibility for, its content. Fidelity provides clearing, custody, and other brokerage services through National Financial Services LLC or Fidelity Brokerage Services LLC, Members NYSE, SIPC. 1137485.1.0