Five Star award winner J. Christopher Boyd, CFP®, CASL®, CEPS

PROFESSIONAL PROFILE

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J. Christopher Boyd, CFP^®, CASL^®, CEPS

Senior Vice President, Financial Advisor

Wealth Enhancement Group

1575 Iyannough Rd, Ste 1A

Hyannis, MA 02601

Office: 508-771-8900

cboyd@wealthenhancement.com
www.wealthenhancement.com/s/advisor-teams/amr

Professional Approach

As Senior Vice President and Financial Advisor at Wealth Enhancement Group, Chris brings over three decades of experience helping individuals and families navigating the complexities of financial planning and investment management. His approach begins with a comprehensive financial plan, tailored to support lasting financial security—especially for those in or near retirement.

Chris holds several professional designations including:

- CERTIFIED FINANCIAL PLANNER™ (CFP®)
- Chartered Advisor for Senior Living (CASL®)
- Certified Elder Planning Specialist (CEPS)
- Certified Blockchain & Digital Assets (CBDA) – though not actively incorporating cryptocurrencies into client portfolio management, this certification reflects a curiosity and commitment to staying well informed.

Founder of Asset Management Resources, LLC in 2008, Chris' firm joined Wealth Enhancement in 2024. Then and now, the AMR team has been focused on primarily serving those intent on a secure retirement. Prior to that, Chris served as a Principal at Jefferson Pilot Financial (now part of Lincoln Financial Group). His career in financial services began in 1990.

Beyond advisory work, Chris has been a long-time advocate for financial literacy and professional development:

As host of “Something More with Chris Boyd” since 2007, a personal finance program that aired on radio for 17 years and continues as a podcast for over a decade.
As Creator and former co-host (for 6 years) of the Wicked Pissah Podcast, produced for the Financial Planning Association (FPA) of New England.

Member of the Financial Planning Association (FPA) since 1998, having served as Chapter President (FPA of New England) and on committees including Membership and Programming. He also represented the chapter on the OneFPA Advisory Council Executive Committee for three years.

Community involvement has been a core value:

President of the Holy Cross Club of Cape Cod (since 2022; board member since 2018)
Former board member of the Cape & Islands Workforce Investment Board (6 years)
Active in local philanthropy and civic engagement on Cape Cod

On a personal note, Chris resides on Cape Cod with his wife, Kristen, who is also his partner at work. They have three adult children. Outside of work and board service, Chris enjoys walking with Kristen for exercise, pontoon boating in the summer, and occasionally playing Pickleball. He's a fan of “movie going” and loves to drop the occasional film reference.

Connect with Chris and his team if you’re interested in a personalized approach to thoughtful integrated financial planning, retirement strategies, or collaborative opportunities in financial education and community leadership.

See Accomplishments

This award was issued on 02/01/2026 by Five Star Professional (FSP) for the time period 04/10/2025 through 10/01/2025. 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. 4973 Boston-area wealth managers were considered for the award; 449 (9 % of candidates) were named 2026 Five Star Wealth Managers. The following prior year statistics use this format: YEAR: # Considered, # Winners, % of candidates, Issued Date, Research Period. 2025: 4,671, 528, 11%, 2/1/25, 4/10/24 - 10/31/24; 2024: 4,421, 580, 13%, 2/1/24, 4/10/23 - 10/31/23; 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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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.