197 First Avenue
Here at Goodman Advisory Group, we take pride in our long history of outstanding client service.
Over the years, we have been awarded numerous times by LPL financial for our consistent focus on putting our clients first.
Awarded to less than 2% of LPL Financial advisors nationwide
Deborah Goodman, CFP®, CPA 2018, 2019
Steven Goodman, CFP® 2015
Awarded to less than 5% of LPL Financial advisors nationwide
Steven Goodman, CFP® 2014, 2015
Awarded to less than 10% of LPL Financial advisors nationwide
Steven Goodman, CFP® 2007, 2008, 2009, 2011, 2012, 2013, 2016, 2017
Awarded to less than 20% of LPL Financial advisors nationwide
Steven Goodman, CFP® 2010
Awarded to less than 30% of LPL Financial advisors nationwide
Deborah Goodman, CFP®, CPA 2015, 2016, 2017
Representative of quality of service, hard work, and dedication
Deborah Goodman, CFP®, CPA 2012, 2013, 2015, 2016, 2017, 2018, 2019
Steven Goodman, CFP® 2012, 2013, 2014, 2015, 2016, 2017, 2018, 2019
*LPL Financial awards based on annual production
The Five Star Wealth Manager award, administered by Crescendo Business Services, LLC (dba Five Star Professional), is based on 10 objective criteria. Eligibility criteria – required: 1. Credentialed as a registered investment adviser or a registered investment adviser representative; 2. Actively licensed as a registered investment adviser 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 Five Star Professional, 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 Five Star Professional’s consumer complaint process. Unfavorable feedback may have been discovered through a check of complaints registered with a regulatory authority or complaints registered through Five Star Professional’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. Wealth managers do not pay a fee to be considered or placed on the final list of Five Star Wealth Managers. Award does not evaluate quality of services provided to clients. Once awarded, wealth managers may purchase additional profile ad space or promotional products. The Five Star 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 client’s 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 Five Star Professional 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 Five Star Professional in the future. For more information on the Five Star award and the research/selection methodology, go to fivestarprofessional.com. 3,619 Boston area wealth managers were considered for the award; 566 (16 percent of candidates) were named 2019 Five Star Wealth Managers. 2018: 2,819 considered, 532 winners; 2017: 2,467 considered, 623 winners; 2016: 2,530 considered, 632 winners; 2015: 3,542 considered, 801 winners; 2014: 1,707 considered, 655 winners; 2013: 2,362 considered, 713 winners; 2012: 2,591 considered, 454 winners.