Commonwealth Financial Services LLC

Home
Commonwealth Financial Services LLC

Office Locations:
WV - Vienna, Wheeling
OH - Athens

Commonwealth Financial Services (CFS) is an independent wealth management firm which provides financial planning, investment management, and retirement preparation strategies through innovative planning to fit our clients' goals, lifestyles, and budgets. We have multiple locations to serve you:

Vienna:
373 Timberline Parkway
Vienna, WV 26105
Phone: (304) 422-3531

Wheeling:
21 Warden Run Road, Suite 201
Wheeling WV, 26003
Phone: (304) 230-2384

Athens:
507 Richland Ave, Suite 203C
Athens, OH 45701
Phone: (740) 204-5678

Advisory Services offered through Commonwealth Financial Services. The third-party comments displayed are not verified, may not be accurate and are not necessarily representative of our client experience.

02/11/2026

Daniel Spurgeon, Vince McManus, and Tyler Brautigan recently attended the Invesco Leadership Summit, where they participated in insightful discussions on financial planning, asset allocation, and industry strategies.

The event also featured a leadership presentation from Jim Rooney, consultant and member of the Pittsburgh Steelers ownership group.

It was a great opportunity to gain valuable insights, connect with industry professionals, and bring fresh perspectives back to our team!

30/10/2026

Three of our financial advisors, Daniel Spurgeon, Vince McManus and Tyler Brautigan (Board Member of the Tri-State Tax Institute) attended the 68th Annual Tri-State Tax Institute at The Highlands Event Center, hosted by West Liberty University.
Staying informed on tax developments, financial strategies, and industry best practices is essential to providing informed guidance and helping clients make confident financial decisions. This event offers valuable opportunities for continuing education, learning from industry experts, and connecting with other professionals across the region.
We believe that great financial guidance starts with a commitment to lifelong learning and staying ahead of an ever-changing financial landscape.

29/10/2026

An evening of recognition and celebration at West Liberty University!

Todd, one of our founders, was recently honored at the President’s Club Dinner for his generous philanthropic gift supporting financial planning students at West Liberty University.

We are proud of Todd’s continued commitment to investing in the next generation of financial professionals and making a lasting impact through education.

Pictured are Todd, his wife Joyce, and Tyler Brautigan.

Congratulations, Todd, on this well-deserved recognition!

27/10/2026

Are you interested in finding, renewing, or updating your health insurance coverage? The Affordable Care Act marketplace open enrollment begins November 1st. Check out healthcare.gov for more information.

22/10/2026

Medicare Open Enrollment is open now!

Now is a great time to review your current Medicare coverage and make sure it still fits your healthcare needs and financial goals.

Open Enrollment runs now hrough December 7, giving you the opportunity to review your options and make changes for the upcoming year.

Don’t wait until the last minute—take the time to understand your coverage and make an informed decision for your future.

21/10/2026

Medicare and open enrollment decisions affect more than your monthly premium.

They can influence:

What you pay when care is needed

Which doctors and hospitals you can use

How prescriptions are covered

How predictable your healthcare expenses will be

One of the most common mistakes is choosing the option with the lowest visible monthly cost without considering the full year.

Another is assuming last year’s plan is still the right fit.

In our latest Wealth Wednesday, Tyler Brautigan, CFP®, explains what to review before selecting coverage and why these decisions deserve more attention than a routine administrative task.

Read the full article and watch the video through the link in the first comment.

20/10/2026

Friday was a great day of teamwork and connection! After our morning all-team meeting, we spent the afternoon enjoying some fun team-building activities, sharing laughs, and strengthening connections. We’re grateful for this amazing team!

16/10/2026

Please be advised our offices are closed today for a all Team Meeting. We will resume normal business hours on Monday October 19, 2026.

15/10/2026

🍁 From crisp mornings to cozy sweaters and pumpkin-spiced everything, this is the perfect season to reflect on your financial strategy. Whether you're savoring the autumn air or tackling your Q4 goals, take a moment to enjoy all the little things that make fall feel so special. ✨

Let the fall vibes fuel your focus and inspiration! Feeling inspired already? Visit https://cfswv.com/

14/10/2026

Welcome Heather!
Join us in welcoming Heather to the Vienna office!

Address

Opening Hours

Monday	08:30 - 17:00
Tuesday	08:30 - 17:00
Wednesday	08:30 - 17:00
Thursday	08:30 - 17:00
Friday	08:30 - 17:00

Website

http://www.cfswv.com/

Alerts

Be the first to know and let us send you an email when Commonwealth Financial Services LLC posts news and promotions. Your email address will not be used for any other purpose, and you can unsubscribe at any time.

Contact The Business

Send a message to Commonwealth Financial Services LLC:

Want your business to be the top-listed finance company?

Country:

City: