Montgomery, TX Office

Team
Updated today

Client AUM

$202,307,647,471

Clients

355,973

Advisors

2

Of 2,786 advisors across 1,206 offices

Location

Montgomery TX

Advisors at this office

2

Advisors at this office

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Barrett E

Series 66

Montgomery, TX

Commonwealth Financial Network

Barrett Evan is a financial advisor at Commonwealth Financial Network with a Series 66 designation and three years of industry experience. He has worked at Commonwealth Financial Network and Cedarwood Financial Partners since 2023. Prior to his career in finance, he spent over a decade in education within various independent school districts. Commonwealth Financial Network is a dual-registered broker/dealer and SEC-registered investment adviser serving a national network of approximately 2,900 advisors and managing roughly $212.7 billion in client assets. The firm offers a broad adviser-support platform including managed-account programs, access to third-party asset managers, retirement consulting, and custody services.

Passive / index investing Active portfolio management Tax-loss harvesting Wealth management Retirement income strategy Founder/Business Owner Executive Retired
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Benjamin M

Series 66

Montgomery, TX

Commonwealth Financial Network

Benjamin Murphy is a financial advisor with Commonwealth Financial Network in Montgomery, TX, holding a Series 66 designation and 12 years of industry experience. He previously worked at Edward Jones for nine years before joining Commonwealth and co-owning Cedarwood Financial Partners. Outside of advisory work, he serves as a business consultant for Guidepoint and Prosapient, focusing on research-related studies. Commonwealth Financial Network supports a national network of approximately 2,950 advisors, providing a range of advisory programs and back-office services including investment management, compliance, and practice-management support. The firm offers diverse portfolio construction options and manages discretionary model portfolios through its Investment Management and Research team.

Passive / index investing Active portfolio management Tax-loss harvesting Wealth management Retirement income strategy Founder/Business Owner Executive Retired
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