Who We Are
The company was
by Donald Martin in 1993 for the purpose of providing
financial services. The company is licensed in California by the
of Corporations as a Registered Investment Advisor. The company
previously was licensed by the State of California to originate
but the company withdrew that license in 2005 to focus exclusively
providing Fee-Only Financial Planning and Investment Advisory services.
Donald Martin has a B.A. in Accounting and M.B.A. Finance. Donald Martin is a CERTIFIED FINANCIAL PLANNER™ professional. He has been employed in the financial services industries for 30 years and has been investing for his own account for 35 years.
We do not get a commission or referral fee for financial planning. Our only compensation is the fee the client pays us, thus our loyalty is to the client. We have no sales quota or products to push, thus clients can be assured of objective, independent advice. We are a "Fee-Only" financial planning company, a member of the National Association of Personal Financial Advisors (NAPFA), and a fiduciary.
We do not take custody of the client's securities. Instead the clients open an account at a Broker-Dealer who takes custody of the securities.
We chose the name Mayflower Capital because people living in 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. Whether you have moved from the Midwestern U.S. to Silicon Valley or you have moved from India to Silicon Valley, you have experienced shocking change: very high home prices, gigantic mortgage balances, high state income taxes, bizarre AMT tax traps, the dream of making huge employee stock option gains, bad commutes, fast paced work / life style, with no time to plan your finances.