Solutions Focused
on What Matters Most to You.
Working collaboratively with clients to clearly understand their unique situations is paramount in enabling us to deliver the best possible solutions.
In The News
October 13, 2021
Market Update Video - October 2021
In this segment of MAI’s Market Update, John Zaller shares our market perspective as we enter the fourth quarter and look ahead to 2022
October 12, 2021
MAI Featured in Financial Advisor IQ (October 2021)
Head of MAI Sports + Entertainment Steve Trax shares some of the financial strategies he uses with athletes to help them plan for a future outside of professional sports
October 6, 2021
MAI Featured in Citywire (October 2021)
Managing Partner Rick Buoncore emphasizes the client-first approach that both MAI and their latest acquisition, Storey & Associates, have in common
