Private Wealth Management

Mayflower_1050

Peter Martin

Senior Wealth Manager

For almost 25 years, Peter has helped clients address their financial concerns and develop sound strategies by focusing on each client’s specific needs. Peter’s mission is helping clients create a life and business by design. He loves helping people create financial success while living their fullest life today.

Peter began his career as a financial advisor with Fidelity Investments, where he was promoted to managing a team of representatives and was a licensed supervisor. In 2001, Peter launched his own advisory company with Investors Capital Corporation; and—after ten years within that firm—he decided to join Wells Fargo Advisors Financial Network in 2010. With Mayflower Advisors, Peter offers the personal attention and accountability of an independent consulting practice while also providing the institutional resources, research and platform of a renowned national firm.

While earning his Bachelor’s degree from University of Rhode Island, Peter studied abroad at Ealing College, England and also with the Public Defenders Service in Washington D.C. After college, he settled outside Boston and, 25 years later, continues to find more to love about New England every day.

Peter and his wife, Robin, an Executive Coach, have two sons, Jack and Brady, and a daughter Kiley. They both enjoy coaching and watching their kids’ sports. The family also enjoys trips to Cape Cod and the Islands and skiing in Vermont. They have a Bernese Mountain Dog that is always eager to see them come back home. Peter is very active in his church and serves as a Deacon and also enjoys volunteering at the Southborough Senior Center. An avid fisherman, Peter also loves patrolling the waters of Cape Cod and Nantucket.

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. The Forbes Best in State Wealth Advisors. Investment performance is not a criterion. 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%). The recipient did not pay a fee to participate in the survey. The award may not be representative of any one client’s experience because the rating reflects an average of all, or a sample of all, of the experiences of the advisors’ clients. Receipt of the award is not indicative of future performance.

Financial Planning Magazine created and conducted the survey for Pro Bono Planner of the Year. The award is presented to a financial advisor who has made a leadership contribution to a nonprofit organization by arranging for the group to receive dedicated professional financial services, including pro bono advice and financial life skills.

The Five Star Wealth Manager award, administered by Crescendo Business Services, LLC (dba Five Star Professional), is based on 10 objective criteria: 1. Credentialed as a RIA or a RIA representative; 2. Active as a credentialed professional in the financial services industry for a minimum of 5 years; 3. Favorable regulatory and complaint history review (unfavorable feedback may have been discovered through a check of complaints registered with a regulatory authority or complaints registered through Five Star Professional’s consumer complaint process); 4. Fulfilled firm review based on internal standards; 5. Accepting new clients; 6. One-year client retention rate; 7. Five-year client retention rate; 8. Non-institutional discretionary and/or non-discretionary client assets administered; 9. Number of client households served; 10. Education and professional designations. Wealth managers do not pay a fee to be considered or awarded. Once awarded, wealth managers may purchase additional profile ad space or promotional products. The award methodology does not evaluate the quality of services provided and is not indicative of the winner’s future performance. In 2021, 4,069 Boston wealth manager candidates were considered, of which 480 (12%) were named award recipients. 2020: 3,580 considered, 463 (13%) recognized; 2019: 3,619 considered, 566 (16%) recognized; 2018: 2,819 considered, 532 (19%) recognized; 2017: 2,467 considered, 623 (25%) recognized; 2016: 2,530 considered, 632 (26%) recognized; 2015: 3,542 considered, 801 (23%) recognized; 2014: 1,707 considered, 655 (38%) recognized; 2013: 2,362 considered, 713 (30%) recognized; 2012: 2,591 considered, 454 (17%) recognized.

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