News > For the 10th Year in a Row, Eaglerock Financials’ Stu Steinberg, CFP, CPA, MBA Receives Award as one of the FIVE STAR Wealth Managers in Boston area.
NEWBURYPORT, MA – Stu Steinberg, CFP, CPA, MBA, owner and CEO of Eaglerock Financial, a premier investment firm located in downtown Newburyport, is a recipient of Boston’s 2022 FIVE STAR Wealth Manager Award. Steinberg has received the FIVE STAR Award 10 years in a row for his professional excellence in the industry.
The FIVE STAR Award is presented to less than 15% of the advisors in the Boston area. This year, 4,090 Boston-area wealth managers were considered for the award; 513 (13% of candidates) were honored with the distinction of a FIVE STAR Wealth Manager.[1] Five Star Professional conducts market research to identify high-performing financial leaders in the field of advisory services in order to assist consumers in selecting a financial service professional based on an objective research methodology.
Stu brings over 30 years of combined tax and financial advisory experience to the North Shore. His specialties include working with small business entrepreneurs, physicians, and individuals planning for retirement, providing a range of both basic and sophisticated financial planning and tax planning strategies to offer his clients creative, solutions-driven strategies.
“I’m so grateful to be recognized for the 10th year in a row. While one metric of success is being professionally acknowledged for my work, I think the other is being able to positively impact the financial lives of our clients by educating them and optimizing their finances so they can pursue the things they love,” says Stu. “It’s one of the most rewarding aspects of my job.”
Stu offers an unparalleled commitment to keeping his clients educated and well-versed on financial matters that may affect them. He uses the latest technology to provide clients with private portals for secure transactions and up-to-date financial reports, so they can stay apprised of portfolio performance, budget tracking, and goal targeting.
As a natural connector in the community, Steinberg coordinates efforts with his clients’ other advisors, including insurance agents, mortgage brokers, attorneys, and bankers to ensure multifaceted financial issues are considered within an overall financial plan.
He was recently appointed to serve on the Anna Jaques Hospital Finance Committee and looks forward to contributing to an invaluable organization and all that it does for the community. He has lived in Newburyport for almost 20 years and originally hails from Swampscott, MA. He currently lives in the South End with his wife, Kristine, and two daughters.
About Eaglerock Financial:
Eaglerock Financial is an independent wealth planning firm with representatives who provide fee-based advisory services through LPL Financial. Eaglerock is committed to helping clients work toward their financial goals through a holistic, well-rounded approach rooted in objectivity, education, and empowerment. Eaglerock offers a full suite of quality services, including comprehensive money management, tax planning, financial and insurance advisory services, and full debt and budgeting analysis.
Securities and advisory services offered through LPL Financial, a registered investment advisor, Member FINRA/SIPC.
Award based on 10 objective criteria associated with providing quality services to clients such as credentials, experience, and assets under management among other factors.
Wealth Managers do not pay a fee to be considered or placed on the final list of 2022 Five Star Wealth Managers.
[1] https://www.fivestarprofessional.com/wmdisclosures/BOSWM22
