Andrew co-founded SFP Wealth in 2007 with the goal of helping people and companies take action on the important and often-times complex financial decisions that come with success. When developing the best financial roadmap for his clients, Andrew is passionate about building strong, authentic, and long-lasting relationships. He specializes in the full integration of personal business and estate planning services, in addition to his work in the retirement plan space, where he, when acting in an investment advisory capacity, provides fiduciary services to mid-size qualified retirement plans and private equity portfolio companies.
With over 15 years of experience working with clients across the country, Andrew has been recognized as a Five Star Wealth Manager* (from 2012 through 2023) as a Financial Times Top 401 Retirement Advisor** (from 2016 through 2020) and in 2020 was recognized by Fortune Magazine as Five Star Wealth Manager Under 40.***
Andrew earned a BA from Georgetown University in Economics and Government. He is a CERTIFIED FINANCIAL PLANNER™ (CFP®) practitioner, and has earned the designations of Chartered Life Underwriter (CLU®) and Accredited Investment Fiduciary (AIF®). He holds his Series 6, 7, 63, and 65 licenses, as well as his Producer’s Life, Accident and Health or Sickness, and Property and Casualty insurance licenses.
Andrew currently lives in Needham, MA with his wife and three kids. Outside of work you can find him in the rink coaching youth hockey, sweating it out at CrossFit, enjoying his go-to burrito bowl from Chipotle, or squeezing in a quick 18 holes of golf.
*This award was issued by Five Star Professional. For each year issued, the issue date and time period are as follows: 2012 – 2/1/12, 5/23/12 – 1/6/12; 2013 – 2/1/13, 5/23/13 – 1/6/13; 2014 – 2/1/14, 5/23/14 – 1/6/14; 2015 – 2/1/15, 5/23/15 – 1/6/15; 2016 – 2/1/16, 5/23/16 – 1/6/16; 2017 – 2/1/17, 5/23/17 – 1/6/17; 2018 – 2/1/18, 5/23/18 – 1/6/18; 2019 – 2/1/19, 5/23/19 – 1/6/19; 2020 – 2/1/20, 5/23/20 – 1/6/20; 2021 – 2/1/21, 5/23/21 – 1/6/21; 2022 – 2/1/22, 5/23/22 – 1/6/22; 2023 – 2/1/23, 5/23/23 – 1/6/23.
**This award was issued by Financial Times. For each year issued, the issue date and time period are as follows: 2016 – 9/15/2016, 12/31/2013-12/31/2015; 2017 – 9/27/2017, 12/31/2014-12/31/2016; 2018 – 9/27/2018, 12/31/2015-12/31/2017; 2019 – 10/10/2019, 12/31/2015-12/31/2018; 2020 – 10/22/2020, 12/31/2016-12/31/2019.
***Fortune Magazine’s list of Five Star Wealth Managers under 40 includes Five Star Wealth Managers under age 40 as of January 1, 2020.
Andrew Cleary is a registered representative of and offers securities, investment advisory and financial planning services through MML Investors Services, LLC. SFP Wealth is not a subsidiary or affiliate of MML Investors Services, LLC, or its affiliated companies. OSJ: 1 Marina Park Drive, 16th Floor Boston MA 02210. 617-585-4500.