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
2018 winner Kieran Byrne, CPA, CFA, CFP®
M.K. Byrne & Co. is an independent financial services firm focused on the tax
reporting, financial planning, and investment needs of individuals and families.
At M. K. Byrne & Co, we believe that our detailed planning, objective guidance, and
reasonable fees empower our clients to achieve their personal financial goals —
however defined …
Personal financial planning: We design and implement financial plans for
clients through our CPA/CFP®-led financial consulting program. For the ongoing
development and implementation of each client’s financial plan, we assess an
annual financial consulting fee based on the complexity of each client’s personal finances.
Income and estate tax services: We focus exclusively on the income and estate
tax needs of individuals and families which differs from many traditional CPA
practices that often focus on small business clients. In addition to assisting clients
with their tax return planning and preparation, we also specialize in the taxation
of trusts and estates.
Low cost investment advisory services: We implement our investment process
for clients through our CFA-managed investment strategies which are designed
to take calculated investment risk in the pursuit of long term returns. For our
investment advisory and account management services, we assess a competitive
low-cost annual fee in our effort to enhance each client’s long term returns.
1055 Parsippany Boulevard, Suite 406
Parsippany, NJ 07054
CPA — Certified Public Accountant
CFA — Chartered Financial Analyst®
CFP® — CERTIFIED FINANCIAL PLANNER™ professional
CPA, CFA, CERTIFIED FINANCIAL PLANNER™
Matthew Kieran Byrne is a licensed Certified Public Accountant in New Jersey & New York. M. K. Byrne & Co. is a registered accounting firm in the State of New Jersey. Securities and advisory services are offered through Cetera
Advisors LLC, Member FINRA/SIPC. Cetera Advisors LLC, a Registered Investment Advisor, is under separate ownership from M.K. Byrne & Co. Listing in this publication is not a guarantee of future investment success.
Wealth Manager Award Winner