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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Latest Posts

Managing a pricey market

Stock market investors are enjoying yet another strong year. The S&P 500 has gained about 14% so far, shrugging off, for the most part, uncertainty over tariffs, interest rates and the latest government shutdown. Should this worry us? Since ancient times, soothsayers have been [...]

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How not to invest

Barry Ritholtz’s new book, How Not to Invest, offers investors a cautionary tale—many of them, in fact. Ritholtz has been in and around the investment industry for more than 30 years—as a trader, a journalist and, most recently, as cofounder of a wealth management firm. In short, he is no stranger [...]

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Managing concentration risk

Larry Ellison, the cofounder of Oracle Corporation, recently became the world’s wealthiest person. Oracle, a software company, isn’t nearly as large as its peers. So how did Ellison’s net worth manage to surpass that of Bill Gates, Jeff Bezos and the founders of other much larger companies? The [...]

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Remembering Jonathan Clements

  Jonathan Clements liked to joke that he was born at 6:00am and on January 2nd, “thus establishing a lifetime habit of starting early.” But he truly did get a fast start and seemed to waste no time. Jonathan—who passed away this week—discovered his love of writing early on. He [...]

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Boring investments

For many investors, talking about bonds is about as interesting as watching paint dry. They aren’t nearly as interesting as stocks. But if you have a portion of your portfolio allocated to bonds—or plan to—it’s a topic worth some discussion. The bond market is actually much larger and much more [...]

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