Advisory Services

A Leader in Retirement Plan
Advisory Services for Employers

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Boston
Mayflower Advisors, LLC
265 Franklin Street, 4th Floor
Boston, MA 02110

Phone 617-259-1767
Toll-free 866-688-0180
Fax 617-259-1768

 

Westborough
Mayflower Advisors, LLC
287 Turnpike Road, Suite 250
Westborough, MA 01581

Phone 508-948-4050
Toll-free 877-454-1620
Fax 508-898-1900

Independence

  • No proprietary investment or administrative products
  • Can work with any record-keeper, mutual fund company, or investment company
    • Access and evaluate the Marketplace on our client's behalf
  • Seek long-term relationships with our clients
  • Not a "high-volume shop"

 

Flexibility

  • Comfortable as either Fee-for-Service Advisor or Broker of Record
  • Can act as a fiduciary
  • Services can be comprehensive or "a la carte"
  • Will customize materials and report designs to fit clients' needs"

 

Experience

  • Principals possess over 130 years of combined industry experience
  • 25 associates provide scale and national scope
  • Broad array of clients provides diverse pool of experience and solutions
    • Clients range from 10 to 12,000+ employees, $1 million to $400 million
    • Clients include Fortune 1000 companies and world-renowned universities

 

Awards & Distinctions

 

 

1. Pro Bono Planner of the Year was presented to Larry Glazer, Managing Partner and is presented to a financial advisor who has made a leadership contribution to a non-profit organization by arranging for the group to receive dedicated professional financial services, including pro bono advice and financial life skills.

2. Steven Dimitriou, AIF, AAMS, PRP, was been named President of the National Association of Plan Advisors for 2014-2015.

3. Nominations for Retirement Plan Adviser of the Year award were solicited online from retirement plan advisers, their employers and/or broker-dealers and plan sponsors, as well as from working partners of these advisers. Steve Dimitriou, Managing Partner was selected based on quantitative and qualitative criteria from more than 550 nominations. PLANSPONSOR magazine is a publication reporting on retirement issues and benefits programs.

4. America’s Top Wealth Advisors: State-By-State ranking was developed by SHOOK Research and is based on in-person and telephone due diligence meetings and a ranking algorithm that includes: client retention, industry experience, review of compliance records, firm nominations, and quantitative criteria, including: assets under management and profitability. This award does not evaluate the quality of services provided to clients and is not indicative of this advisor’s future performance. The financial advisor does not pay a fee to be considered for or to receive this award. For more information: www.SHOOKresearch.com

5. Steve Dimitriou, Managing Partner was one of the top 401(k) Advisers for Financial Times. Ignites Research created the methodology and ranked the advisers. Broadridge provided unique data from its proprietary databases that helped identify advisers who specialize in serving DC plans, including 401(k) plans and other DC accounts.

6. Larry Glazer, Managing Partner selected to Worth Magazine’s Top 250 Wealth Advisors list compiled from nominations from readers, private banks, wealth management and investment firms and industry associations. Self nominations were also accepted. Larry Glazer was selected based primarily on Worth Magazine’s subjective analysis of each candidate’s ability to “demonstrate a nuanced understanding” of the current investment climate, the markets and their “strategies”. Consideration was also given to the advisors’ account of their educational and professional credentials and their approaches to customer service, portfolio management and risk. The criteria may change annually.

7. Lowell Lyon (2015), Joe Kendall (2016) and Justin Londergan (2017) all won the NAPA Top 50 Plan Advisors Under 40 Award. Nominations were solicited and voted on by NAPA members. Criteria included current and new defined contribution assets under management and number of defined contribution plans for the past 12 and 24 months. Investment performance is not an explicit component.

8. “The Largest Independent Investment Advisers in Mass.” included only firms that have their headquarters in Massachusetts and ranked by their total assets under management (AUM).

9. Research Magazine’s Advisor Hall of Fame candidates must pass a rigorous screen, have served a minimum of 20 years in the industry, have acquired substantial assets under management, have demonstrated superior client service and have earned recognition from their peers and the broader community for the honor they reflect on their profession.