Five Star award winner Andrew Guyton

PROFESSIONAL ACCOMPLISHMENTS

AWARDS

Five Star Wealth Manager award winner 2024
Forbes Best in State Top Financial Security Professionsals 2023
NAIFA 4 under 40 - 2018
Guardian Presidents Council 2020-23
Million Dollar Round Table - Court of the Table 2021-222

Ever since Andrew was a kid, he had a knack for saving money and small businesses. He started from humble beginnings selling paperweights made from rocks and lemonade in his front yard. His passion for business grew into a lawnmowing service and his entrepreneurial spirit grew from there. Given his knack for business, Andrew also became a good saver at a young age, influenced by his father Joe who owned a financial planning business. As Andrew moved through life, his drive to be a business owner coupled with the habits he learned around money at a young age catapulted him into the financial planning business, and the rest is history.

Andrew started his practice in 2012 in Boston MA after working in the tax department at Liberty Mutual. Andrew’s practice quickly grew, and so did his family. In 2014 he married his wife Jenn, and they moved to New Hampshire where they settled on the Seacoast and now have 3 children, James, Claire and Owen. At that time, Andrew and his father Joe combined forces and branded The Guyton Group.

Andrew enjoys sharing with his clients not just what financial planning options are out there, but most importantly how they can be part of a larger strategy to put his clients in a position of strength so they can work through whatever life throws their way. Andrew works to deliver a cohesive strategy across many disciplines in the financial planning space so that his clients feel confident that they are protected and taking advantage of opportunities.

Andrew earned his BS in finance from Providence College and is an alumnus of Governor Dummer Academy. He was named 4 under 40 by the National Association of Insurance and Financial Advisors in 2018 and also recognized as a qualifying member of the Guardian Leaders Club, Executive Club, Presidents Council, and Centurion club. He serves on the board of director for the Seacoast Chapter of Veterans Count and takes pride in supporting the military in his community where he hosts a charity tournament since 2018 with the proceeds going to Veterans Count.

In his free time, he enjoys time with his wife and children, playing golf, working in his yard and watching airplanes. Andrew loves meeting new people and spirited conversation around football.

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This award was issued on 02/01/2024 by Five Star Professional (FSP) for the time period 04/10/2023 through 10/31/2023. Fee paid for use of marketing materials. Self-completed questionnaire was used for rating. This rating is not related to the quality of the investment advice and based solely on the disclosed criteria. 4,421 Boston-area wealth managers were considered for the award; 580 (13% of candidates) were named 2024 Five Star Wealth Managers. The following prior year statistics use this format: YEAR: # Considered, # Winners, % of candidates, Issued Date, Research Period. 2023: 3,923, 578, 15%, 2/1/23, 5/23/22 - 1/6/23; 2022: 4090, 513, 13%, 2/1/22, 5/24/21 - 11/19/21; 2021: 4069, 480, 12%, 2/1/21, 5/25/20 - 11/30/20; 2020: 3580, 463, 13%, 2/1/20, 4/1/19 - 12/13/19; 2019: 3619, 566, 16%, 1/1/19, 4/18/18 - 11/6/18; 2018: 2819, 532, 19%, 1/1/18, 3/23/17 - 11/10/17; 2017: 2467, 623, 25%, 12/1/16, 3/26/16 - 11/23/16; 2016: 2530, 632, 25%, 12/1/15, 5/18/15 - 11/6/15; 2015: 3542, 801, 23%, 1/1/15, 5/18/14 - 11/6/14; 2014: 1707, 655, 38%, 1/1/14, 5/18/13 - 11/6/13; 2013: 2362, 713, 30%, 1/1/13, 5/18/12 - 11/6/12; 2012: 2591, 454, 18%, 1/1/12, 5/18/11 - 11/6/11.

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Registered Representative and Financial Advisor of Park Avenue Securities LLC (PAS). OSJ: 160 Gould Street, Suite 310, Needham, MA 02494, 781-449-4402. Securities products and advisory services offered through PAS, member FINRA, SIPC. Financial Representative of The Guardian Life Insurance Company of America (Guardian). PAS is a wholly-owned subsidiary of Guardian. Forge Financial is not an affiliate or subsidiary of PAS or Guardian. Life insurance offered through The Bulfinch Group Insurance Agency, LLC, an affiliate of The Bulfinch Group, LLC. The Bulfinch Group, LLC is not licensed to sell insurance. CA Insurance License #O161971.

Wealth managers do not pay a fee to be considered or placed on the final list of Five Star Wealth Managers. The award is based on 10 objective criteria. Eligibility criteria – required: 1. Credentialed as a registered investment adviser (RIA) or a registered investment adviser representative; 2. Actively licensed as a RIA or as a principal of a registered investment adviser firm for a minimum of 5 years; 3. Favorable regulatory and complaint history review (As defined by FSP, the wealth manager has not; A. Been subject to a regulatory action that resulted in a license being suspended or revoked, or payment of a fine; B. Had more than a total of three settled or pending complaints filed against them and/or a total of five settled, pending, dismissed or denied complaints with any regulatory authority or FSP’s consumer complaint process. Unfavorable feedback may have been discovered through a check of complaints registered with a regulatory authority or complaints registered through FSP’s consumer complaint process; feedback may not be representative of any one client’s experience; C. Individually contributed to a financial settlement of a customer complaint; D. Filed for personal bankruptcy within the past 11 years; E. Been terminated from a financial services firm within the past 11 years; F. Been convicted of a felony); 4. Fulfilled their firm review based on internal standards; 5. Accepting new clients. Evaluation criteria – considered: 6. One-year client retention rate; 7. Five-year client retention rate; 8. Non-institutional discretionary and/or non-discretionary client assets administered; 9. Number of client households served; 10. Education and professional designations. FSP does not evaluate quality of services provided to clients. The award is not indicative of the wealth manager’s future performance. Wealth managers may or may not use discretion in their practice and therefore may not manage their clients’ assets. The inclusion of a wealth manager on the Five Star Wealth Manager list should not be construed as an endorsement of the wealth manager by FSP or this publication. Working with a Five Star Wealth Manager or any wealth manager is no guarantee as to future investment success, nor is there any guarantee that the selected wealth managers will be awarded this accomplishment by FSP in the future. Visit www.fivestarprofessional.com.