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

Brian D. Johnson is an author and financial professional and serves as the CommonWealth Initiative’s CEO. His career in finance began in 2000 at Morgan Stanley in Chicago, Illinois. 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 bachelor’s 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. Brian holds life and health insurance licenses in Illinois, Ohio, and Georgia, among other states.

Our Company

The CommonWealth Initiative is a Chicago-based financial services company specializing in budgeting, insurance, tax preparation, and business development. Our services are confidential, forward-thinking, and affordable to promote financial “well-being” for the “common good.”

 

Since our founding in 2012, we have understood 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 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 for conducting business and working with our clients.

 

We take a professionally-supportive approach to money management so that we can help bridge the gap to financial independence for our clients. Our products and services are offered to clients and are not influenced by commission-based sales products, tactics, income, and net worth requirements or restrictions.

 

Each client’s financial situation is unique. Our innovative products and services support these individualized situations: customized budgeting and spending plans, insurance coverage, tax preparation, investment strategies, and estate planning.

Our Vision

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 address 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.

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