Michael Graham is a financial advisor with Mayport Wealth Management in Newton, MA. He holds a Series 65 designation and has one year of industry experience. His prior work includes roles at State Street Bank & Trust, Oakview Group, and the Massachusetts Small Business Development Center. Mayport Wealth Management serves individuals, high net worth clients, corporations, trusts, and estates by providing comprehensive financial planning alongside discretionary investment management. The firm emphasizes low-cost, broadly diversified investments with a goals-based, long-term approach and manages approximately $695 million in client assets across two advisors.

Adam Grossman is a CFA® charterholder with 12 years of industry experience. He has worked at Mayport Wealth Management since 2017 and previously spent seven years at Middleton & Company, Inc. He holds a Series 65 license and is based in Newton, MA. Mayport Wealth Management serves individuals, high net worth clients, corporations, trusts, and estates by combining comprehensive financial planning with discretionary investment management. The firm’s approach focuses on low-cost, broadly diversified mutual funds and ETFs, emphasizing simplicity and intrinsic value with a long-term, goals-based planning process.

Shane Kelly is a CFP® and CFA® with six years of industry experience. He is currently an advisor at Mayport Wealth Management, where he has worked since 2023. Prior to Mayport, he held positions at HarbourVest Partners and Putnam Investments. His background includes a variety of roles outside finance, including work with the Boston Red Sox and the Suffolk District Attorney's Office. Mayport Wealth Management serves individuals, high net worth clients, corporations, trusts, and estates by combining comprehensive financial planning with discretionary investment management. The firm emphasizes low-cost, broadly diversified portfolios and a goals-based, intrinsic-value investment approach that incorporates academic research and a long-term focus.