Commonwealth Financial Network’s financial advisor Bryan Koslow has established a new firm to serve individuals, families, and small business owners that have traditionally been underserved by the wirehouse and banking community.
Known as Clarus Financial, the new firm will offer access to financial planning, investment advice, portfolio management, insurance, and estate planning services. Commonwealth Financial Network will act as its broker/dealer.
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Instead of providing clients with a financial advisor, many of the large institutions are transitioning clients with less than US$1 million in investable assets to customer service call centres.
Wayne Bloom, CEO of Commonwealth, said: "By partnering with Commonwealth, Clarus Financial is demonstrating a commitment to offering objective advice, with no bias or conflicts of interest.
"They are free to focus solely on what’s right for their clients and to act only in their clients’ best interest."
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