We are in the business of:
Building client net worth and financial wellness by helping our clients grow and manage more successful investments.
We achieve this by:
Leveraging financial industry insight to deliver creative and innovative solutions.
We believe consumers can improve their lives with professional fiduciary fee-only financial planning from a local Certified Financial Planner™ who does not sell investments or other financial products. We work directly for the client and we do not work for a stock brokerage company or for an insurance company, so we can seek the best solution for the client, since we have no conflict of interest. This can make a difference in the ability to retire, to withstand market crashes, to survive catastrophes, to have peace of mind, to avoid hidden surprises. Survival is the only path to riches (so avoid excessive or hidden risk). Think creatively, objectively and independently from the popular mythology of the general public
We chose the name Mayflower Capital because people living in Silicon Valley have experienced immigrating from other areas of the world where the cost of living is far lower, the financial decisions are far simpler, etc. People who moved to Silicon Valley have experienced a similar challenge as that faced by the original passengers of the Mayflower in 1620: they traveled a long distance across the ocean to a strange new land in search of better economic opportunity, and in their earliest years faced great hardships.