Executive Leadership & Retirement Plan Consulting

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Steven Dimitriou

AIF®, C(k)P®, CPFA

Managing Partner

Steven Dimitriou, AIF®, C(k)P®, CPFA, has more than 25 years of retirement plan industry experience. Prior to founding Mayflower Advisors, Steve was a Managing Director at H.C. Wainwright & Co., a Vice President at BT Alex Brown and one of the original members of the Retirement Sales Team at Massachusetts Financial Services (MFS).

CNBC, Fox Business, U.S. News and World Report, Kiplinger, Investment News, Financial Times and other publications regularly seek Steve's insight on broad-ranging market, economic and legislative topics.

An Accredited Investment Fiduciary®, Certified 401(k) Professional®, Certified Plan Fiduciary Advisor, Steve graduated from Colby College with a Bachelor’s in both Honors Physics and Economics.

Accolades

Financial Times Top Financial Advisers (FT401), 2015 through 2020
PlanSponsor Retirement Plan Adviser of the Year, 2009
PlanAdviser Top 100 Retirement Plan Advisers, 2010, 2013 & 2014
American Society of Pension Professionals & Actuaries (ASPPA)-Morningstar Leadership Award Finalist, 2014
PlanAdviser Hall of Fame (Inaugural Class Inductee)
401kWire 50 Most Influential Advisors in Defined Contribution, 2010 and 2012

Industry Leadership

In March 2014, Steve became President of the National Association of Plan Advisors (NAPA), the nation's largest retirement plan advocacy group. NAPA is a sister organization to The American Society of Pension Professionals & Actuaries (ASPPA) and has over 7,500 nationwide members.

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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