Five Star award winner Mark B. Murphy

PROFESSIONAL ACCOMPLISHMENTS

AWARDS and ACCOMPLISHMENT

Charter member of the Guardian Chairman’s Council qualifying every year of its existence; he has qualified for twenty-eight consecutive President’s Councils.
Mark Murphy has been ranked #1 in New Jersey and #9 in the nation on the 2024 Forbes America's Top Financial Security Professionals List.
Mark secured copyright for his work, "Mastering Successful Business Transitions: Essential Acquisition and Sales Strategies."
Mark’s book, "The Ultimate Investment," has achieved the esteemed status of a #1 bestseller on Amazon.
Mark's podcast, "The Hero of The Hour," has secured a spot in the Top 40 in the United States, solidifying its position in the highly competitive categories of Business and Entrepreneurship.
Mark's "Top 10 Steps if You're 10 Years from Retirement" article was prominently featured on TheStreet.com's Retirement Daily, reaching an audience of 2.4 million UVPM (Unique Visitors Per Month).
The article also gained recognition in the National Conference on Public Employee Retirement Systems (NCPERS) weekly newsletter, Retirement Security SmartBrief, connecting with a vast network of public sector pension funds spanning the United States and Canada.
TheStreet.com showcased Mark's bylined article, "You Got a Large Inheritance - Now What?" in its Retirement Daily column.
Mark's article took center stage as the lead story in the Retirement Daily newsletter.
TheStreet.com also highlighted other articles by Mark, including "Blind Trust" and "4 Ways to Beat Inflation."
U.S. News featured Mark's article, "Retirement Planning Lessons."
Shepherd.com, a platform dedicated to author-recommended books, featured Mark's insights in the article "Best Books About Investing in Yourself," attracting over 67,000 visitors in the previous month.
Kirkus provided a review of Mark's latest book, "The Ultimate Investment," praising its guidance for entrepreneurs and emphasizing the importance of core principles, mentors, advisors, and more.
Mark's book, "The Ultimate Investment," received recognition in airports across the country and was prominently featured in Hudson Books stores.
Mark delivered keynote speeches at prestigious business conferences, including Dentsply Sirona World 2023, the top event in digital dentistry. He also took the stage at the Ultimate Achievers Club, Black Diamond’s “Money Matters,” Advanced Disability Meeting, and Platinum Circle, in addition to making guest appearances on several leading podcasts.
Mark is in the process of launching my fourth book in 2024, The Platinum Mindset.
Mark was elected to the Indiana University National Varsity Club Board.
My podcast, The Hero of The Hour, hit #40.
Will hit 2 billion of assets under management (AUM) by the end of 2023.

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This award was issued on 12/01/2024 by Five Star Professional (FSP) for the time period 03/13/2024 through 10/07/2024. 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. 7425 New Jersey-area wealth managers were considered for the award; 431 (6 % of candidates) were named 2025 Five Star Wealth Managers. The following prior year statistics use this format: YEAR: # Considered, # Winners, % of candidates, Issued Date, Research Period. 2024: 6,515, 462, 7%, 12/1/23, 3/13/23 - 9/29/23; 2023: 6,606, 407, 6%, 12/1/22, 3/21/22 - 10/18/22; 2022: 6380, 431, 7%, 12/1/21, 4/12/21 - 10/15/21; 6123, 459, 7%, 12/1/20, 3/30/20 - 10/23/20; 2020: 6210, 480, 8%, 12/1/19, 3/1/19 - 10/16/19; 2019: 6097, 477, 8%, 12/1/18, 3/21/18 - 10/12/18; 2018: 4383, 415, 9%, 12/1/17, 2/21/17 - 10/12/17; 2017: 3868, 664, 17%, 11/1/16, 2/25/16 - 10/7/16; 2016: 4143, 626, 15%, 11/1/15, 4/15/15 - 10/16/15; 2015: 5063, 672, 13%, 12/1/14, 4/15/14 - 10/16/14; 2014: 3315, 646, 19%, 12/1/13, 4/15/13 - 10/16/13; 2013: 4049, 733, 18%, 12/1/12, 4/15/12 - 10/16/12; 2012: 1312, 400, 30%, 11/1/11, 4/15/11 - 10/16/11.

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Registered Representative and Financial Advisor of Park Avenue Securities LLC (PAS). OSJ: 200 BROADHOLLOW ROAD, SUITE 405, MELVILLE NY, 11747, 631-5895400. Securities products and advisory services offered through PAS, member FINRA, SIPC. Financial Representative of The Guardian Life Insurance Company of America® (Guardian), New York, NY. PAS is a wholly owned subsidiary of Guardian. NORTHEAST PRIVATE CLIENT GROUP is not an affiliate or subsidiary of PAS or Guardian. CA Insurance License Number - 0B36048, AR Insurance License Number - 741545. 7377656.1 Exp 11/26

This award is not issued or endorsed by Guardian or its subsidiaries. The annual Five Star Wealth Manager award 2024 is based on criteria developed and obtained by Five Star Professional. No compensation has been provided by the adviser in connection with obtaining or using the third-party award.

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.