Joseph G. Byrne
Proactive Wealth Advisor and CEO of Byrne Financial Freedom, LLC
Joe is a proactive wealth advisor and CEO of Byrne Financial Freedom, LLC which is an independent investment management firm located in Franklin, MA. Joe has a comprehensive approach to helping his clients. He does not believe in a “one size fits all” mentality. He believes that all clients have different needs. He works closely with his clients to determine their needs and goals, and then creates a personalized and custom investment strategy for them.
Joe graduated from Arizona State University in 1982 with a Bachelor of Science degree in Accounting and Computers. He has over 35 years of investment industry experience with Merrill Lynch, Fidelity, Dean Witter Reynolds, Tucker Anthony, and Advest.
Joe started out in the investment industry in 1982. Since then, he has become a trusted advisor with LPL Financial, which is the nation’s largest independent broker/dealer, as reported by Financial Planning magazine June 1996-2016 based on total revenue. By being affiliated with LPL Financial, he is able to provide unbiased research and products to his clients.
Joe has been named to the LPL Chairman's Club numerous times. This distinction is awarded to less than 6% of the firm's 13,100 advisors nationwide. He received the Five Star Wealth Manager Award* from Boston Magazine for 2013, 2016, and 2017. He has also been recognized by LPL Financial and Fidelity Investments for providing outstanding customer service.
Joe currently holds securities series 7, 24, and 63 registrations with LPL Financial. He is an Accredited Asset Management Specialist (AAMS) and also a registered Financial Principal/Branch Manager. Joe specializes in retirement planning and college planning.
Joe enjoys volunteering at various charities. He is a member of the board of Dean College and The Home for Little Wanderers, which is an organization designed to provide programs and services to children in need. He has recently been elected Governor at the Franklin Country Club. He is also an active member of the LPL Financial Political Action Committee, the Taunton Chamber of Commerce, the Franklin Downtown Partnership, St. Jude’s in Norfolk, and Franklin Country Club.
Joe was raised in White Plains, New York. He lives in Franklin, Massachusetts and has 3 boys, Brian, Chris, and Kevin.
Byrne Financial Freedom was featured in Bloomberg Businessweek, Fortune & Money magazines. Click Here to read the article..
* Five Star 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 2013, 2016, and 2017 Five Star Wealth Managers. 5 Star Wealth Manager Award verified at www.fivestarprofessional.com.