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

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  • 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

Avoiding regret

I spoke recently with a fellow who had climbed Mount Everest. The first question I asked: What was it like at the top? What I expected him to say was that the view was dramatic. Instead, he said, his time at the summit turned out to be less than he’d expected. For starters, it was 4:45 in the [...]

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What investors can learn from Silicon Valley Bank

In the week since Silicon Valley Bank (SVB) failed, a debate has emerged: Did the government do the right thing when it decided to guarantee all of SVB’s depositors, including those that exceeded FDIC limits? On one side of this debate are those who view the government’s action as an [...]

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Silicon Valley Bank – Message to Clients

I wanted to contact you regarding the failure on Friday of Silicon Valley Bank. Many people are understandably concerned. Below is a short Q&A with some recommendations: What happened? In the middle of last week, two pieces of news were revealed about Silicon Valley Bank (SVB), a midsize bank [...]

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Market Intuition

There’s something odd going on in the housing market. Mortgage rates are appreciably higher than they were a year ago, but home prices—on average—have yet to fall. In recent months, house price increases have slowed, but as of the most recent reading, prices are nonetheless still increasing on a [...]

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How Much?

“How much can I withdraw from my portfolio each year?” It’s one of the most common questions retirees ask. In the past, I’ve talked about the so-called 4% rule, a popular tool for addressing this question. Among the reasons it’s so popular is because it’s so simple: In the first year of [...]

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