What We Do
Helping You Reach
Your Financial Destination
Mayflower Advisors LLC. is an independent Registered Investment Advisor (RIA) firm that is dedicated to preserving and growing your wealth. Our 15+ Wealth Managers and loyal back office teams utilize cutting edge financial products and strategies sourced from across the financial services industry to ensure that you are always one step ahead on your financial journey.
3 Generations of Valued Clients
1000
College Educations
1000
New Homes
3000
Retirements Launched
Individuals
We draw on a wide range of skills and backgrounds to meet the high standards of success we set for ourselves
Retirement Plan Sponsors
Investment management and discretionary services to deliver competitive retirement benefits
Endowments & Foundations
Fiduciary, investment, and risk management services with your mission in mind
About Us
We Help More Than Just Individuals
Retirement Plan Sponsors - Our retirement plan consulting team provides fiduciary guidance to corporate and non-profit retirement plans via high-touch, custom-tailored solutions fueled by our broad-ranging expertise.
Endowments, Foundations & Non-Profits - We respect that each institution is different and take the time to understand your unique priorities before designing a customized portfolio strategy that aligns with your institution’s goals and values.
Nitrogen Risk Number
A common first step to getting you invested is finding your Risk Number. Take 3 minutes to answer our questionnaire that covers topics such as portfolio size, top financial goals, and what you’re willing to risk for potential gains. Then we will pinpoint your exact Risk Number to guide our decision-making process.
After finding this Risk Number, we will typically craft a portfolio that aligns with your personal preferences and priorities, allowing you to feel comfortable with your expected outcomes. The resulting proposed portfolio will include projections for the potential gains and losses we should expect over time.
We can also review your progress toward your financial goals by building a Retirement Map. When we are finished, you’ll better understand what we can do to increase the probability of success.
Jona at CAIS Live
Jona Papajani gives her perspective on alternative investment strategies at an industry conference
Steve on CBS Boston
Steve Dimitriou shares his perspective on how turnover in DC can stabilize the stock market on CBS Boston
Larry on Fox
Larry Glazer on Cavuto Live to discuss the impact of interest rate cuts and the national debt
AI Tools Changing Retiree Entrepreneurship
A Taxing Story: Capital Gains and Losses
