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

The obstacle course of personal finance

Today marks the 200th installment of this blog. In looking back, one recurring theme stands out: Managing one’s finances is, in a lot of ways, like managing one’s health. Ask any doctor, and they’ll tell you the recipe for good health: Exercise, eat right, don’t smoke. It’s not complicated. And [...]

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Long-term concern

Long-term care (LTC) insurance policies are, in my opinion, both a blessing and a curse. They're a blessing because they can help cover critical, and expensive, care when a family might have no other financial options. But they can also feel like a curse. That's because of what many policyholders [...]

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Where things are headed

This week, the Federal Reserve caught the market by surprise. In fact, it seemed like Fed policymakers caught even themselves by surprise. Previously, they had been forecasting that interest rates would remain near zero through 2023, on the assumption that inflation would remain manageable. But as [...]

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A less taxing retirement

Type the words “safe withdrawal rate” into Google, and it’ll return more than a million results. I’m not surprised by this. People debate about practically everything in personal finance, but the debate around this question is particularly intense. For at least twenty-five years, the conventional [...]

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A matter of perspective

When it comes to financial questions, there are two reasons people might disagree: In some cases, they disagree about the facts—whether interest rates are headed higher, for instance. But sometimes people disagree for another reason: They see things through different lenses. For example, last [...]

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