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Our Process
The SFP Wealth Retirement Plan team was named to the NAPA Top DC Advisor Teams list in 2021.

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Our History
Andrew Cleary, Dan Cappucci, and Seth Waltz have been winners of the Five Star award since 2010. 

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Our Values
Andrew Cleary has been ranked as a Financial Times Top 401 Retirement Advisor since 2016.

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Our Resources
As advertised in Fortune Magazine, Andrew Cleary was named a Top Boston Wealth Manager under 40.

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Our Values
In 2019, SFP Wealth was voted as one of the best financial planners in Wellesley, MA. 

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Our Process
 Andrew Cleary was ranked the 2nd Top Financial Security Professional in Massachusetts according to Forbes.

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Our Resources
Andrew Cleary officially became a member of the Ascensus Elite Advisor program in 2019.

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Our History
Andrew Cleary has been a member of the Financial Advisor IQ Leadership Council since 2021.

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