About Mayport

At Mayport, our mission is to help high-net-worth individuals and families reach their financial goals by delivering financial planning and investment management on fair terms. Specifically, this means a straightforward, flat fees rather than the traditional 1%-of-assets that is the industry norm.

We believe in an evidence-based approach to investing. This philosophy is informed by academic research and confirmed by our own experience. We believe that investors should work hard to control those factors that are predictable—including fees, expenses, commissions and taxes—and should not spend time trying to control factors that are outside their control. This includes the future direction of the economy, of the stock market or of individual stock prices. For these reasons, Mayport favors straightforward investments that carry low fees.

ADAM M. GROSSMAN, CFA

// Founder and Senior Advisor

Adam started Mayport in 2017 after working at two other wealth management firms in the Boston area as an analyst and advisor.

Adam earned an MBA from the MIT Sloan School and a BA from Williams College and is a CFA charterholder.

You can learn more about Mayport's approach to personal finance and investing on the Mayport blog and in podcast interviews with Morningstar's The Long View, The White Coat Investor and SeekingAlpha. You can also find Adam's writing on the personal finance website HumbleDollar.com.

sHANE p. kELLY, cfa, CFP®

// Lead Advisor

Shane joined Mayport in 2023 after working previously at Putnam Investments and HarbourVest Partners.

At Mayport, Shane leads client relationships, helping individuals and families work toward their financial goals. Shane also leads the portfolio management process, helping clients maintain their targeted asset allocations.

Shane graduated from Boston College in 2019 with a degree in economics and is a CFA charterholder. Shane Kelly is also a CFP® professional.

Shane is originally from Westwood, Massachusetts.

Michael J. Graham

// Associate Advisor

Michael joined Mayport in 2026 after graduating with a degree in finance from the Isenberg School of Management at the University of Massachusetts Amherst.

Michael's responsibilities include investment analysis and financial planning, helping clients to work toward their financial goals.

Michael is originally from Duxbury, Massachusetts.

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