Mayport Wealth Management is a Boston-based Registered Investment Advisor providing fixed-fee financial planning and investment services.
Founder and Principal Adam M. Grossman
My mission at Mayport is to deliver exceptional service on fair terms. Specifically, this means straightforward, flat fees, rather than the traditional 1%-of-assets that is the industry norm.
I am a Chartered Financial Analyst (CFA). I earned my MBA from the MIT Sloan School and BA from Williams College.
I believe in an evidence-based approach to investing. This philosophy is informed by academic research and confirmed by my own experience. I 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.
Why Choose Mayport
Mayport is reinventing the way financial advice is delivered. Learn more.