Commonwealth Adds Vahanian & Associates, Expands Independent Advisor Platform
Commonwealth Financial Network has added Vahanian & Associates Financial Planning Inc., a Saratoga Springs, New York-based wealth management firm overseeing nearly $230 million in client assets, to its national network of independent advisors. The move marks another strategic addition following Commonwealth’s acquisition by LPL Financial Holdings Inc. earlier this year.
Led by Jeffrey Vahanian, president, CEO, and financial advisor, alongside Bonnie Boyce, VP, CFO, and CCO, and Cameron Corsi, VP, chief strategy officer, and wealth advisor, the team said the decision to leave Osaic was driven by the desire for greater independence, enhanced personalization, and improved efficiency under a platform that better aligns with its client-first culture.
“Commonwealth demonstrated a professional, tailored approach during our initial interactions, which closely mirrors our own emphasis on high-touch and bespoke client service,” said Vahanian. “LPL provides advanced technology and a powerful investment platform, along with significant capacity and resources, which will contribute to our operational effectiveness and client service.”
Founded nearly four decades ago, Vahanian & Associates delivers fee-based financial planning and investment advice to high-net-worth families, professionals, and younger affluent clients. The firm’s leadership team also includes Lisa Cast, director of operations and client experience; Cory Larmour, director of financial planning; and Taryn Sheehan, director of client services.
“The Vahanian team has spent more than three decades refining its personalized, client-first approach, and we are honored that they have chosen Commonwealth and LPL for this next phase of growth,” said Becca Hajjar, managing principal and chief business development officer at Commonwealth.
LPL’s acquisition of Commonwealth, announced in August 2025, allows Commonwealth to operate as a wholly owned portfolio company. The full integration of Commonwealth advisors onto LPL’s platform is expected to be completed by the fourth quarter of 2026.
Founded in 1979, Commonwealth serves more than 3,000 independent advisors across the U.S., with headquarters in Waltham, Massachusetts, and San Diego, California, and an operations hub in Blue Ash, Ohio. The firm collectively oversees more than $305 billion in assets.