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Sitting on

Your Side of the Table.

Professionals & Entrepreneurs

Since 1973, MAI has been the trusted advisor to a wide range of professionals and entrepreneurs. We provide thoughtful guidance and experience to preserve and grow your wealth.

We understand what it takes to build and maintain a successful career and business. For nearly 50 years, MAI has provided clients with:

  • Single source expertise in financial consulting, investment management, estate planning, and tax planning
  • Partnerships based on trust, transparency, flexibility, and depth of experience
  • Goal driven plans tailored to meet the specific needs of each unique career and business situation

Professionals and entrepreneurs entrust us with their financial well-being and future, and look to us for insight and answers. We don’t take that responsibility lightly. We take the time to think through all of the options to deliver the most beneficial choices.