Noteworthy Business Briefs for June 29

Commonwealth Financial Network, a national firm dedicated to providing financial advisors with holistic, integrated business solutions, recently announced the addition of Foundations Financial Partners of Doylestown, to its network of financial advisors.

Formerly with Securian Financial Services for 32 years, Christopher Hackley, president and managing partner; Keith Tomer, partner and senior advisor and Roark Gover, client services director, along with six advisors and five supporting team members, bring with them $881 million in client assets.

The Foundations Financial team integrates all aspects of wealth management, including financial planning, investment advisory, and risk management services.

Commonwealth Financial Network, Member FINRA/SIPC, a Registered Investment Adviser, provides financial advisors with holistic, integrated solutions that support business evolution, growth acceleration, and operational efficiency. Privately held since 1979, the firm has headquarters in Waltham, Mass., and San Diego, Calif.

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Doylestown-based Antheil Maslow & MacMinn has announced that Jocelin A. Price has joined as a partner in the firm’s Estates & Trusts practice group.

Price concentrates her practice primarily in estate planning, asset protection and wealth transfer planning, as well as probate and trust administration and estate and trust fiduciary litigation issues. In addition, she focuses on special needs trust planning, guardianship matters and prenuptial agreements.

Price works closely with high-net-worth individuals, business owners, and their families, helping them implement their estate plans.

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Doylestown-based Sagefrog Marketing Group, a top-ranked B2B marketing agency with specialties in health care, technology, industrial, and business services, has been named a 2023 Best Places to Work (BPTW) by Philadelphia Business Journal (PBJ).

Sagefrog joins the PBJ list for the fifth time at the local level and has been awarded the honor at the state level in 2021.

Partnering with Quantum Workplace, Philadelphia Business Journal sends surveys to Philadelphia region businesses of all sizes to gather input for its annual Best Places to Work list celebrating exceptional workplaces. The anonymous BPTW surveys asks employees to voice opinions about employers by expressing their satisfaction with policies, processes, workplace culture, compensation, career growth, and other elements influencing their experience at a company.

Sagefrog team members, now more than 40 in number, have earned their fast-growing employer a spot on the list for five consecutive years. Sagefrog continues to prioritize its culture and see success in a hybrid work model and high-trust work environment, leaving room for team members to evolve both personally and professionally.

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