Mayflower Advisors is an independent, SEC-registered investment advisory firm based in Boston, serving individuals, retirement plan sponsors, endowments, foundations, and nonprofits. The firm emphasizes long-term relationships, financial confidence, and guidance grounded in honesty and integrity. Its team of wealth managers and support professionals develops strategies tailored to each client’s circumstances, priorities, and goals.

Services include investment management, retirement planning, charitable giving, estate planning, and tax-smart investing. Mayflower Advisors builds customized portfolios based on clients’ risk tolerance and time horizons, and uses financial planning software to help clients prepare for life changes. For retirement plans, the firm provides consulting and fiduciary guidance, while institutional clients receive investment and risk management services designed around their missions and objectives. The firm also helps coordinate estate planning with clients’ legal and tax professionals.

Mayflower’s Risk Number questionnaire helps clarify investment preferences, inform portfolio decisions, and support retirement projections through a Retirement Map. The firm shares educational articles and financial insights, and offers access to client portals and tools.