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

Is it time to buy gold?

Gold reached a new high this week, crossing above $2,200 for the first time. Year-to-date, gold is up 8%, and since the end of 2021 it’s gained more than 20%, topping the S&P 500. This raises two questions: Can we expect this rally to continue? And does gold deserve a place in your [...]

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The five seasons

In his book Just Keep Buying, Nick Maggiulli makes an observation about the world of personal finance: If you Google common questions such as “How much should I save?” you’ll receive more than 100,000 results. It’s an overwhelming amount of information—almost too much to be useful. But there’s a [...]

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New thinking

Among the quotes attributed to Mark Twain is this one: “It ain’t what you don’t know that gets you into trouble. It’s what you know for sure that just ain’t so.” This highlights one of the challenges of personal finance: that the data and the conclusions we rely on for decision-making can never [...]

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A tax planning toolbox for retirement

Retirement, ironically, can take work. It requires us to restructure how we think about both our time and our finances. Tax planning, in particular, tends to take more of a center stage role. If you’re approaching retirement—or are already there—there are several tax strategies worth [...]

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Investors’ biggest obstacle

My first day in the investment industry was—unfortunately—not so great. On the morning of September 15, 2008, the investment bank Lehman Brothers filed for bankruptcy, sending the market into freefall. The rest of 2008 was equally ugly, with the S&P 500 losing 37% for the year. But that [...]

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