comprehensive wealth management on a straightforward flat fee basis

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Mayport is a different kind of advisor

straightforward
Fee structure

While most advisors charge their clients a percentage of assets, Mayport works on a simple flat fee basis.

Fiduciary Advice

Mayport is a fee-only fiduciary advisor. No hidden fees, soft dollars or proprietary products.

sensible Investments

Mayport believes that low-cost index fund portfolios are the best way to build wealth.

in-depth Planning

At Mayport, the starting point and foundation for every relationship is an in-depth financial plan.

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Seven Steps to Financial Success

Learn our three-part framework for building and implementing a financial plan...

  • Develop a Blueprint - Create a written financial plan
  • Lay your Foundation - Implement your plan using best practices in personal finance
  • Build your Success - Stay on track by managing risk, taxes and more
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Latest Posts

Not so gloomy

Is the stock market headed for a sea change? That’s the argument investor Howard Marks makes in his most recent memo. The sea change Marks is referring to: For forty years, interest rates in the United States declined steadily—from a peak of 20% in 1980, to 0% in 2020. The result, Marks argues, was [...]

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Exactly Wrong

Last week, I talked about Carveth Read, the English philosopher who’s famous for saying, “It is better to be vaguely right than exactly wrong.” This, in my view, is one of the most important ideas in personal finance. Last week, the focus was on the “vaguely right” side of the equation. But what [...]

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Roughly right

One of the most important ideas in personal finance comes not from a finance expert but from a twentieth century English philosopher named Carveth Read. “It is better to be vaguely right,” he wrote, “than exactly wrong.” Why is this idea important? It gets at the heart of why financial planning [...]

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A year like any other

In the investment world, every year is unique. This year certainly was. But, in some ways, every year is also the same. The specific events change, but many of the underlying themes—and challenges—don’t change a whole lot. As 2022 winds down, it’s a good time to take a closer look at some of those [...]

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