Company
The CommonWealth Initiative™ is a Chicago-based financial planning and consulting firm specializing in budgeting, money management, and financial coaching. Our services are confidential, forward-thinking and affordable, with the purpose to promote financial “well-being” for the “common-good”.
CWIMONEY, Financial Planning, Financial Planner, Free Consultation, Estate Planning, Estate Planner, Business Consulting, Business Consultant, CWI, CWI University, Money, Chicago Money,
16307
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CEO and Founder

Brian D. Johnson serves as the CommonWealth Initiative’s CEO. His career in finance began in 2000 at Morgan Stanley in Chicago. In 2002, Brian accepted a role with Wachovia Securities (now Wells Fargo Advisors) to work in their Chicago-based Regional Compliance Department. Since then, Brian has acquired over 15 years of retail brokerage, compliance, and investment banking experience and has served in a number of capacities including: Junior Compliance Analyst and Assistant Compliance Officer.

 

Brian holds a Bachelors degree in Management and a Post-Baccalaureate certificate in Paralegal Studies from Loyola University Chicago. He is a member of the Phi Theta Kappa International Honors Society.

Our Company

The CommonWealth Initiative™ is a Chicago-based financial planning and consulting firm specializing in budgeting, money management, and financial coaching. Our services are confidential, forward-thinking and affordable, with the purpose to promote financial “well-being” for the “common-good”.

 

Since our founding in 2012, we understand that individuals require access to effective money management services to build a solid financial foundation based on life experiences, sound financial principles, discipline, and creativity. Our firm started as a solution to help individuals and communities experience financial freedom. Today, we continue to empower our clients to take control of their financial futures through our services, void of sales pressure or commission-based sales tactics.

Our Mission

Our mission is to change lives financially:  one portfolio, one person, and one community at a time.  This is the impetus to how we conduct business and work with our clients.

 

We take a professionally supportive approach to money management in order to bridge the gap to financial independence.  Our products, services, and consulting are offered to clients and is not influenced by commission-based sales products, tactics, income and net worth requirements and/or restrictions.

 

The financial situation of each client is unique.  Our innovative products and services offer support to these individualized situations:  customized budgeting and spending plans to personal finance coaching, investment strategies, and estate planning.

Our Vision

The CommonWealth Initiative will be the premier resource for personal finance management and consulting, serving individuals and families that range from low to high in income, net worth, and overall wealth. The CommonWealth Initiative will empower individuals, families, businesses, and communities to become more fiscally responsible, wealth-conscious, and focused on building financial legacies for their families and communities.

 

Our efforts to affect the change we desire to see in the world will be our proclamation to encourage the creation of initiatives that addresses financial education disparities and fosters advancement in financial empowerment in our communities. We will support organizations with similar missions to fulfill our mandate for community change.