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Daley Financial Partners joins Commonwealth Financial Network

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Registered investment adviser Commonwealth Financial Network has acquired Daley Financial Partners, of Oak Brook, Illinois, to its network of independent financial advisers. 

Formerly affiliated with LPL Financial, financial advisors Ursula Daley, JD, Jordan Lewis, and their team bring with them more than USD325 million in assets under management.

Daley Financial Partners combines personal dedication with depth of services and capabilities to help clients pursue their unique financial goals. Recognised by the US Small Business Administration as a Women-Owned Small Business, the team specialises in working with business owners, educators, and women, providing strategic investment and retirement planning solutions. 

“In every interaction, we strive to empower our clients with knowledge and confidence, and we are so pleased to join the Commonwealth community of individuals who share those same fundamental objectives,” says Ursula Daley. “Commonwealth’s stellar reputation speaks for itself, but its service model – placing emphasis on the whole client – appealed to our team the most.”

Andrew Daniels, managing principal, business development, says: “On behalf of Commonwealth, I welcome Daley Financial Partners to our network of independent advisors. This powerful team of women has built a client base that they can relate to – much like how we selectively affiliate with advisors who align with our values. Their passion and contributions to the advice industry are fully valued, and we commit to providing their practice with integrated, accessible technology to enhance their client service model and fuel business growth.”

Daley adds: “For us, this move was the only move, and we are eager to share with our clients the new capabilities this partnership will provide.”

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