Father-Son Team Are 2 of Top 3 Professionals on Prestigious Forbes List, Demonstrating Proven Track Records of Preserving Clients’ Wealth over Long-Term
PORTSMOUTH, NH (July 22, 2024) – Forbes has just released its fourth annual list of America’s Top Financial Security Professionals, and named Joseph Guyton, Owner of The Guyton Group, as the best financial security professional in New Hampshire. His son and colleague, Andrew Guyton, Founder of Forge Financial, was ranked number three on the prestigious list.
The prominent Forbes list honors financial security professionals in each state who have proven track records of preserving their clients’ wealth over the long-term.
Joseph and Andrew have been recognized by Forbes as professionals that clients can depend on for their financial needs, across the continuum, from saving for their first house to paying for their children’s college education, and saving for retirement. Together, they specialize in financial planning, business exit strategy, retirement income planning, estate planning, and wealth accumulation strategies.
Forbes worked with SHOOK Research to conduct extensive research on financial security professionals in each state before selecting their winners.
According to Forbes, winners have to pass an important test: “Would we recommend these professionals to a family member or a friend?” They look for financial security professionals who are best prepared to engage in meaningful conversations about life while protecting against the perils posed by disability, death, or job loss. To accomplish this task, they collected quantitative data and interviewed FSPs to see if they are role models they would recommend to the world. More than five million Forbes readers and 66 million unique monthly visitors to Forbes.com rely on this research to plan their financial futures.
“What an absolute honor to be named the best financial security professional in New Hampshire by a prestigious publication like Forbes. It feels so good to be at the top of the list, and the accomplishment is even more meaningful since my talented son, Andrew, was also named to the top three with me,” said Joseph Guyton. “Our firm provides financial services for people at every life stage, from young professionalsstarting out in their careers to older adults preparing to retire. We uniquely look at the big picture, considering how all of the different pieces fit together. For instance, we may help an older business owner with succession planning to ensure a seamless transition of business leadership. And, simultaneously, we’ll work with them on retirement income planning to help ensure that they’ll have multiple income streams coming in when they leave their business, so they can continue to afford their preferred lifestyle.”
“I’m so pleased that Forbes recognized my father and me as two of the top three financial security professionals in the state. We take our jobs seriously, recognizing that we have a tremendous responsibility to help protect our clients’ financial futures. We’ve been named to the Forbes list multiple years in a row, demonstrating our proven track record of successes here in New Hampshire,” added Andrew Guyton. “My father and I pride ourselves on providing exceptional service to our clients. We help each client reach – or exceed – their financial goals so they’ll be financially healthy for the long-term.”
To date, SHOOK has evaluated more than 17,011 professionals for consideration in its rankings published by Forbes from which the ranked FSPs were considered. These advisors were filtered down from over 45,370 nominations based on SHOOK’s high quantitative and qualitative thresholds.
To qualify for this recognition, FSPs must have a minimum of seven years’ industry experience, primarily focus on individuals not institutions, and have an exceptional compliance record.
About the Guyton Group
Founded in 1986 by Joe Guyton, The Guyton Group is a group of dedicated professionals who help you reach your financial goals no matter where you are along the spectrum of financial well-being. They have spent decades developing a reputation and track record for guiding people from all walks of life toward financial independence and security. Their goal is to build a lifelong relationship with you; alleviate your worries about money; and create financial flexibility and security – for now and into your future.
Guyton Group offers dynamic, strategic financial specialists to assist you as you make financial planning, family wealth-building, business exit strategy, retirement planning, life and disability insurance choices, tax strategy, and legal and estate planning decisions. To learn more, please visit https://guyton-forge.com/.
About Forge Financial
Forge Financial offers high-touch financial planning, cash flow planning, retirement planning, estate planning, and life & disability insurance planning – to meet clients where they are and get them where they want to go. Founded in 2022 by Andrew Guyton, Forge Financial operates independently and in concert with Guyton Group to deliver a continuum of financial care to a diverse range of clients at different points in their financial lives. Following the family tradition, Andrew established his own financial services business in the NH Seacoast to serve his community and to create a more prosperous, secure, and enjoyable future for those in need of professional financial coaching and guidance.
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Shook Disclosure
Data provided by SHOOK® Research, LLC. Data as of 12/31/23.
Source: Forbes.com (July 2024).
Neither SHOOK nor Forbes receives any compensation in exchange for placement on its Financial Security Professional (FSP) rankings, which are determined independently (see methodology). FSP refers to professionals who are properly licensed to sell life insurance and annuities. FSPs may also hold other credentials and licenses which would allow them to offer investments and securities products through those licenses. Ranking algorithm is based on qualitative measures learned through telephone, virtual and in-person interviews to measure best practices. Also considered: client retention, industry experience, credentials, review of compliance records, firm nominations; and quantitative criteria, such as: assets under management, sales figures and revenue generated for their firms. Investment performance is not a criterion because client objectives and risk tolerances vary, and audited performance reports are rare. Individuals must carefully choose the right FSP for their own situation and perform their own due diligence. SHOOK’s research and rankings provide opinions intended to help individuals choose the right FSP and are not indicative of future performance or representative of any one client’s experience. Past performance is not an indication of future results. For more information, please see www.SHOOKresearch.com. SHOOK is a registered trademark of SHOOK Research, LLC.
Guardian Disclosure
This award is not issued by Guardian or its subsidiaries. The annual Forbes ranking of Best-In-State Financial Securities List 2024 is based on criteria developed and obtained by SHOOK Research, LLC. No compensation was provided in connection with obtaining this rating; however, advisors may choose to pay fees to Forbes and Shook for premium listing features; including, usage rights of the ranking logo. Past performance is not an indication of future results.
