Give us a call!866-688-0180 Contact Us Client Login Who We Serve Private Wealth Management Mayflower’s wealth management advisors collectively share more than seventy years of experience and have the breadth and depth of experience to meet diverse investor needs at every life stage. Our independent structure and open architecture model offers clients access to the full range of customized solutions and expanded product and investment offerings, including mutual funds, ETFs, money markets and higher-yielding cash alternatives. We’re driven to meet our clients’ unique life management needs and exceed service expectations via concierge-level oversight and broad-ranging expertise: Intra-Generational wealth creation, management and transition Individual retirement planning Risk management Corporate, non-profit and small business retirement plan consulting Philanthropic planning Concentrated stock and company-equity disposition Retirement Plan Consulting Our retirement plan consulting team provides fiduciary guidance to corporate and non-profit retirement plans via high-touch, custom-tailored solutions fueled by our broad-ranging expertise: Fiduciary Education and Support to help plan sponsors meet ERISA obligations Serve as an ERISA 3(21) Fiduciary Advisor or 3(38) Investment Manager to help plan sponsors mitigate liability Plan Cost Analysis and Benchmarking to ensure fee competitiveness Investment Manager Evaluation and Search to ensure plans have an optimal investment line-up Vendor Search to ensure plans have cost effective, tech proficient administrative and record keeping Customized Employee Education to help plan participants maximize retirement accumulations Single Point of Contact for all employees and HR investment and administrative questions Institutional Advisory Services Mayflower’s institutional advisors help foundations, endowments and non-profits refine and implement long-term financial goals. We respect that each institution is different and take the time to understand your unique priorities before designing a customized portfolio strategy that aligns with your institution’s goals and values. Among others, our dedicated institutional service team will provide the following comprehensive solutions: Appreciated securities (i.e., stocks, securities and Donor Advised Funds) solicitation Design, creation and implementation of custom-tailored portfolio strategy Ongoing education and communication with institutional board and committee members Account data and performance reporting via customized online dashboard Liquidity/risk management and cash flow budget assessment Mayflower Advisors offers a New World approach to meet your financial life management needs. By the numbers 6 Accredited Investment Fiduciaries® 5 Chartered Retirement Planning Counselors℠ 4 CERTIFIED FINANCIAL PLANNER™ Professionals 3 Forbes' Best-in-State Wealth Advisors1 2 Certified Plan Fiduciary Advisors 1 Shared Vision & Commitment Shortcut Links Contact Us Our Team In the News Our Commitment Privacy Statement Mayflower Financial Advisors, LLC (dba Mayflower Advisors, “Mayflower”) is an SEC registered investment adviser with its principal place of business in Boston, Massachusetts. Securities offered by Registered Representatives through Private Client Services, Member FINRA/ SIPC. Advisory products and services offered by Investment Advisory Representatives through Mayflower Advisors, a Registered Investment Advisor. Private Client Services and Mayflower Advisors are unaffiliated entities. A copy of Mayflower’s current written disclosure statement as set forth on Form ADV, discussing Mayflower’s business operations, services and fees is available upon written request or by visiting the SEC’s website at http://www.adviserinfo.sec.gov. Member FINRA (https://www.finra.org) /SIPC (https://www.sipc.org). Obtain more information about our firm and its financial professionals at FINRA’s BrokerCheck: https://brokercheck.finra.org. Access Mayflower's Form CRS. Our Advisors are Securities Registered in the follow states: AK, AL, AR, AZ, CA, CO, CT, DE, FL, GA, HI, IA, ID, IL, IN, KS, KY, LA, MA, MD, ME, MI, MN, MO, MS, MT, NC, ND, NE, NH, NJ, NM, NV, NY, OH, OK, OR, PA, RI, SC, SD, TN, TX, UT, VA, VT, WA, WI, WV, WY. Our Advisors offer advisory products and services in the following states: AK, AL, AR, AZ, CA, CO, CT, DE, FL, GA, HI, IA, ID, IL, IN, KS, KY, LA, MA, MD, ME, MI, MN, MO, MS, MT, NC, ND, NE, NH, NJ, NM, NV, NY, OH, OK, OR, PA, RI, SC, SD, TN, TX, UT, VA, VT, WA, WI, WV, WY. Mayflower does not make any representations as to the accuracy, timeliness, suitability or completeness of any information prepared by any unaffiliated third party, whether linked to or incorporated herein. All such information is provided solely for convenience purposes and all users thereof should be guided accordingly. We are neither your attorneys nor your accountants and no portion of this material should be interpreted by you as legal, accounting or tax advice. We recommend that you seek the advice of a qualified attorney and accountant. Access to this website is provided for informational purposes only and without warranties expressed or implied, regarding the accuracy, completeness, timeliness or results obtained from any information posted on this website or any third party website linked to from this website. The publication of Mayflower’s website on the Internet should not be construed by any consumer or prospective client as Mayflower’s solicitation or attempt to effect transactions in securities or the rendering of personalized investment advice over the Internet. The information on this Internet site should not be construed as personalized individual advice. This website may also contain views and opinions of individuals from the firm, there is no guarantee that these views and opinions expressed herein will come to pass. All such information is provided solely for convenience purposes and all users thereof should be guided accordingly. 1Forbes included advisors from the Mayflower team on its Best in State Wealth Advisors list 2018-2020. Forbes created and conducted the survey for the Forbes Best in State Wealth Advisors. Award nominees are identified by ranking algorithm is based on industry experience, interviews, compliance records, assets under management, revenue and other criteria by SHOOK Research, LLC. In 2018, 25,732 candidates were considered for the award and more than 2,000 candidates received the award (approximately 8%). In 2019, 6,389 candidates were considered for the award and 250 candidates received the award (approximately 4%). In 2020, 32,000 candidates were considered for the award and more than 4,000 candidates received the award (approximately 13%). Award evaluates neither client experience nor previous investment performance and is not indicative of future performance. No payment of fees was required in exchange for participation with this recognition.