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About
Peter Martin is a Partner and Senior Wealth Manager at Mayflower Advisors in Boston, Massachusetts, where he has been an integral team member since 2016. In his current role, he is responsible for guiding clients through complex financial planning, investment management, and retirement solutions, leveraging nearly 30 years of experience in wealth advisory services. His work focuses on serving high-net-worth individuals and families as well as providing comprehensive strategies for retirement plan sponsors and private clients.
Peter’s expertise spans asset allocation, investment selection, and risk management across a diverse array of asset classes, with a particular emphasis on equities, fixed income, and retirement plan solutions. Through both Mayflower Advisors and his coaching practice, Peter has specialized in helping financial professionals and clients optimize outcomes in the wealth management and retirement planning sectors.
He holds a BA in History from the University of Rhode Island, bringing a broad perspective to financial strategy and communication. Over his career, Peter has also contributed as a financial advisor coach and entrepreneur, furthering professional standards and client service in the investment industry.
Career History
| Organization | Role | Date Range | Details |
|---|---|---|---|
| Mayflower Advisors | Partner | Dec 2016 to Present | For almost 3 decades, 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 li... |
| Getting Results Coaching | Financial Advisor Coach | Jan 2022 to Present | Peter has over 30 years of hands on experience in the financial services industry. He has worked within small RIA’s as well as the largest firms in the industry. In his varying roles he has been con... |
| COTIDE.co | Founder | Jan 2022 to Present | You are either living by design or by default. It’s a choice that many people overlook. Our mission is to help you design your life, have the resources to live it, and the knowledge to keep it. The ... |
| Wells Fargo Advisors | Senior Vice President | Sep 2001 to Dec 2016 | Creating and implementing individualized investment plans for families Ongoing review and consulting of investment portfolio Consulting and implementation for small business retirement plans - 401k, ... |
| Fidelity Investments | Financial Advisor | Dec 1994 to Aug 2001 | Created and implemented financial plans for families and small to midsize companies. Assisted with investment selection and ongoing investment analysis. Supervisor of two teams of registered represent... |
Education
University of Rhode Island
BA, History
1988 — 1992
Skills & Expertise
Others at Mayflower Financial Advisors, LLC (3)
| Name | Role | Location |
|---|---|---|
C Chris McSherry | Trading Associate | Boston, MA , United States |
L Lawrence Glazer | Managing Partner | Boston, MA , United States |
 | Managing Partner | Boston, MA , United States |
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 | Manager of Investment Research | Congress Wealth Management LLC / de / | Richmond, VA , United States |
 | Portfolio Manager | Howland Capital Management LLC | Boston, MA , United States |
 | Portfolio Manager, Wealth Strategist | Howland Capital Management LLC | Boston, MA , United States |
