Commonwealth Financial Group

05/21/2026

We are proud to celebrate Chloe McKee, recipient of the MassMutual Foundation Community Service Gold Award, which includes a $10,000 donation to support the mission of Type One.

Chloe’s volunteer leadership has strengthened Type One’s work supporting families living with type 1 diabetes. Since joining in 2022, she has contributed to strategic planning, fundraising, donor engagement, community outreach, and hosted financial wellness workshops with proceeds benefiting the Type One Cares Campaign. Her commitment is rooted in the belief that no family should navigate a chronic illness without guidance, resources, or community.

The Gold Award donation will expand direct relief for families, fund scholarships for students living with T1D, and help launch the new T1D Youth Empowerment Program.

At Commonwealth Financial Group, we are proud to recognize Chloe’s impact and grateful to the MassMutual Foundation for investing in advisors who strengthen their communities every day.

Read more here: https://www.commonwealthfinancialgroup.com/news-events/massmutual-recognizes-chloe-mckee

05/18/2026

A closer look at our time in Newport.

From an engaging keynote by Steven Kotler to meaningful conversation throughout the day, our Financial Planning Symposium captured the perspective, connection, and shared purpose that define our firm.

05/15/2026

This is what a few days in Newport looked like.

Advisors pushing the standard, learning from each other, and building what’s next. Our Financial Planning Symposium continues to be a defining part of how we grow, together.

05/15/2026

This is what a few days in Newport looked like.

Advisors pushing the standard, learning from each other, and building what’s next. Our Financial Planning Symposium continues to be a defining part of how we grow, together.

05/13/2026

There’s something special about stepping onto the field at Fenway Park.

Our annual CFG vs. Baystate Financial softball game continues to be one of our favorite firm traditions. This year brought standout teamwork, high energy, and the kind of connection that sits at the heart of our culture. And we’re proud to say that CFG took home the win!

Days like this are a reminder that strong teams are built through shared experiences on the field and beyond.

05/06/2026

Doug Perry shares why partnering with CFG gave him the autonomy and support to establish a values-driven business aligned with his clients’ best interests.

05/01/2026

Blue Chip Council landed in Sorrento this year, bringing together top advisors and their families for a week along the coast. From outdoor dinners to cave explorations and boat tours, the trip was a perfect way to celebrate the people setting the pace.

04/30/2026

We’re proud to see our Managing Partner, Dakota Brizendine, take the stage at Financial Advisor Magazine's Invest in Women Conference.

On the panel, "Next Gen Advisors and Team Development,” Dakota was joined by Kate Healy, Lindsey Lewis, and Geri Eisenman Pell for a forward-looking discussion on supporting the evolution of the financial services industry, and the critical role firms play in developing and championing female advisors.

We’re grateful to Financial Advisor Magazine for bringing these leaders together and for creating space for conversations that move the industry forward.

04/22/2026

Financial planning is about much more than numbers.

After spending two decades in the nonprofit sector, Elisabeth Kostin brought her passion for helping others to CFG. She continues to empower clients with clarity, confidence, and long-term peace of mind.

04/20/2026

In honor of the 130th Boston Marathon, we're proud to highlight our CEO Eric Spindt's long‑standing commitment to Special Olympics Massachusetts and its Xtra Mile Club. Running his 9th Boston Marathon in support of Special Olympics athletes, Eric's commitment reflects the power of consistency, purpose, and giving back to a cause that champions inclusion, determination, and opportunity.

Wishing everyone running today a strong finish.

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