We empower you to simplify,
protect, & grow your wealth

Celebrating 50 years of taking care of our clients, each other, and our community.


Taking Care of Clients

We are driven by one powerful purpose: to empower clients to simplify, protect, and grow the wealth they have worked so hard to build. We have a fiduciary responsibility to help you achieve your financial goals.

On July 14, 2023, MAI ranked 30th out of 521 firms listed on Financial Advisor Magazine’s America’s Top RIA’s. The awards were based on information provided as of December 31, 2022. MAI paid $1,925 to use the Financial Advisor logo. On September 15, 2023, MAI placed 27th out of 100 firms on the 2023 Barron’s Top RIA Firms list. The awards were based on information provided as of June 30, 2023. MAI paid $20,000 in 2023 to use the Barron’s logo. On October 10, 2023, MAI placed 83 out of 250 on the Forbes Top RIA Firms 2023 list. The awards were based on information provided as of March 21, 2023. In no case does MAI pay a fee to be considered for an award or to participate in rankings. These ratings should not be construed as an endorsement of the advisor or by any client nor are they representative of any one client’s evaluation. For more information on award methodology, please visit: https://mai.capital/disclosure/


SEC Registered Investment Advisor

We help you achieve your vision and cultivate confidence and peace of mind across your financial journey. We do so through objective advice, integrated wealth management, robust network, and highly personal service.

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Earning Client Trust
Since 1973

We are a story of authenticity, diversity, purpose, and values driven by an in-house team that blends the entrepreneurial spirit of a boutique firm with the comprehensive resources of an established leader.


Culture of Character

By placing people at the center of our business, we can best serve our clients while creating a positive working environment for our team and providing clear paths for everyone to take an active role in their communities.

Latest News and Insights

We look forward to learning about your financials goals.

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