A New World Approach

Private Wealth

Mayflower’s wealth management advisors collectively share more than seventy years of experience and have the breadth and depth of experience to meet diverse investor needs at every life stage. Our independent structure and open architecture model offers clients access to customized solutions and expanded product and investment offerings.

We’re driven to meet our clients’ unique life management needs and exceed service expectations via concierge-level oversight and our broad-ranging expertise.

Institutional Advisory

Mayflower’s dedicated institutional advisors help foundations, endowments and non-profit organizations refine and implement long-term financial goals.

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.

Retirement Plan

Mayflower's retirement plan consulting team provides fiduciary, full-service solutions to corporate and non-profit retirement plans via high-touch, custom-tailored solutions.

Our advisory team's broad-ranging expertise includes Fiduciary education to help plan sponsors meet ERISA obligations. We serve as ERISA 3(21) Fiduciary Advisor or 3(38) Investment Manager and provide plan cost analysis/ benchmarking, investment manager evaluation, vendor search and customized employee education.

Our advisors are frequently cited in television and print news outlets:

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