Newburyport, MA Prince Place Office

Team
Updated today

Client AUM

$202,307,647,471

Clients

355,973

Advisors

9

Of 2,786 advisors across 1,206 offices

Location

7 Prince Place, Unit 102

Newburyport MA 01950

Advisors at this office

9

Advisors at this office

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Todd E

Series 66

Newburyport, MA

Commonwealth Financial Network

Todd Ehrenberg is a financial advisor with Commonwealth Financial Network, holding a Series 66 designation and 28 years of industry experience. He has been with Commonwealth since 2015. Outside of his advisory role, he is the owner of Port Capital Management Inc., a securities operating company. Commonwealth Financial Network is a registered investment adviser serving a national network of approximately 2,950 advisors and their clients. The firm offers a variety of advisory programs and services, including customized portfolio solutions, third-party asset manager access, and retirement plan consulting, supported by comprehensive operations, trading, technology, and compliance infrastructure.

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

CFP®, Series 63

Newburyport, MA

Commonwealth Financial Network

Allison Delena is a CFP® professional with 12 years of industry experience. She is currently affiliated with Commonwealth Financial Network and The Blanchette Financial Group, having held roles at these firms and others including Mass Mutual Investors Services and Metlife Securities Inc. Delena is based in Newburyport, MA. Commonwealth Financial Network is a registered investment adviser serving a national network of approximately 2,950 advisors and their retail and institutional clients. The firm provides a range of advisory programs and services, including model portfolios managed by its Investment Management and Research team, and offers operations, trading, technology, compliance, and practice-management support to affiliated advisors.

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

CFA®, Series 63, Series 66

Newburyport, MA

Commonwealth Financial Network

Patrick Fuller is a CFA® charterholder with 28 years of industry experience, currently serving as a financial advisor at Commonwealth Financial Network since 2015. He holds Series 63 and Series 66 licenses. Outside of his advisory role, Fuller is the owner of Port Capital Management Inc., a securities operating company. Commonwealth Financial Network is a registered investment adviser supporting a national network of approximately 2,950 advisors and their clients with a variety of advisory programs and services. The firm provides operations, trading, technology, investment management, compliance, and practice-management support, allowing advisors discretion in portfolio construction and offering model portfolios managed by 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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John M

Series 66

Newburyport, MA

Commonwealth Financial Network

John Meakin is a financial advisor with Commonwealth Financial Network, holding a Series 66 designation and 18 years of industry experience. He has previously worked at firms including LPL Financial, Rockland Trust Bank’s Investment Management Group, and Salem Five Cents Savings Bank. Outside of his advisory role, he owns J.G. Meakin Company, LLC, a private entity involved in securities, advisory, and insurance business. Commonwealth Financial Network serves a national network of approximately 2,950 advisors and their clients, providing a range of advisory programs and back-office support including operations, trading, technology, and compliance. The firm offers discretionary model portfolios and multiple program structures designed to meet diverse client needs.

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

Series 66

Newburyport, MA

Commonwealth Financial Network

Timothy Helman is a financial advisor with Commonwealth Financial Network, holding a Series 66 designation and 10 years of industry experience. He has been affiliated with Commonwealth Financial Network since 2014 and is also co-owner of The Blanchette Financial Group, Inc., a private entity involved in securities, advisory, and insurance business. Commonwealth Financial Network serves a national network of approximately 2,950 advisors and their retail and institutional clients, providing advisory programs, wealth management, and retirement plan consulting. The firm supports affiliated advisors with operations, trading, technology, investment management, compliance, and practice-management services.

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

CFP®, Series 66

Newburyport, MA

Commonwealth Financial Network

Beth Castantini is a CFP® certificant with eight years of industry experience, currently affiliated with Commonwealth Financial Network in Newburyport, MA. She has held roles at Port Wealth Management and Howland Capital, among others, contributing to her background in financial advisory. Outside of advisory services, she has participated in fixed insurance sales, dedicating a portion of her business hours to this activity. Commonwealth Financial Network is a dual-registered broker/dealer and SEC-registered investment adviser serving a national network of nearly 2,900 advisors and a broad client base. The firm provides platforms for managed-account programs, third-party asset management access, retirement and plan consulting, and various custody and clearing services.

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

CFP®, Series 66

Newburyport, MA

Commonwealth Financial Network

Stephen Blanchette is a CFP® professional with 20 years of industry experience, currently affiliated with Commonwealth Financial Network since 2022 and previously from 2008 to 2022. He also leads The Blanchette Financial Group, which he co-owns and operates. Outside of his advisory work, Blanchette serves as a member and director of the board at the Newburyport Five Cents Savings Bank. Commonwealth Financial Network is a registered investment adviser supporting a national network of approximately 2,950 advisors through a range of advisory programs and services. The firm provides operations, trading, technology, investment management, compliance, and practice-management support, enabling advisors to offer tailored portfolio solutions including discretionary model portfolios and various personalized program structures.

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

CFP®, Series 65, Series 66

Newburyport, MA

Commonwealth Financial Network

Sheila Stehlin is a CFP®-certified financial advisor with Commonwealth Financial Network, based in Newburyport, MA. She has 20 years of industry experience and has been with Commonwealth since 2015. Outside of her advisory role, she is a part owner of Port Capital Management, Inc. Commonwealth Financial Network is a registered investment adviser serving a national network of approximately 2,950 advisors and their retail and institutional clients. The firm provides a range of advisory programs and back-office support, including operations, trading, technology, investment management, and compliance services.

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

Series 66

Newburyport, MA

Commonwealth Financial Network

Evan Arnold is a financial advisor with Commonwealth Financial Network in Newburyport, MA, holding a Series 66 designation and three years of industry experience. He has worked at Commonwealth Financial Network and Port Wealth Management since 2020, and has prior experience at Glaukos and Avedro, Inc. Arnold is also involved in fixed insurance sales. Commonwealth Financial Network serves a national network of approximately 2,950 advisors and their clients, providing a range of advisory programs and services including wealth management and retirement plan consulting. The firm supports advisors with operations, trading, technology, compliance, and investment management through various program structures and discretionary model portfolios.

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