Stock compensation advice (as an employee benefit)

When your employer offers you company stock this needs to be weighed carefully because of the risk that you will be over-concentrated in one asset. Further you may be prohibited from selling many days of the year if you are part of management (due to insider trading laws).

We offer a choice of fiduciary fee-only investment advice on a project fee basis, or an "assets under management" program run by a sub-advisor. No commissions are charged by us. We do not take custody of assets.

Remember: "The fastest way to make a small fortune is...with a large one" (due to reckless, naïve investing).


In order to have a successful retirement and meet other financial goals it is vital to get good investment advice. Retirement planning and retirement asset accumulation all require doing many years of good investment planning.

Mayflower Capital


Donald Martin, CFP®

1000 Fremont Ave. Ste. 135

Los Altos, CA 94024

(650) 949-0775

Don@mayflowercapital.com



Donald Martin is a NAPFA-Registered Fee-Only financial planner and investment advisor.

Geographical service area concentrated in: Los Altos, Mountain View, Palo Alto, Sunnyvale, Santa Clara, San Jose, Menlo Park, Los Gatos, Cupertino, Santa Clara County, Silicon Valley, San Mateo County, San Francisco Bay Area.