- Firm
Our Firm
We are partners and fiduciaries on a mission to shape the future of advice to help make a significant and positive impact on the lives and well-being of our clients.
- Services
Our Services
Individuals and Families
- Wealth Management
- Family Office
Advisors and Institutions
- MAI Invest
- MAI Funds
Athletes and Entertainers
- MAI Sports and Entertainment
Employees and Employers
- MAI Retirement
- Team
Our Team
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.
- Resources
- Contact Us
