
Founded on a handshake 50 years ago, MAI’s mission is to fulfill each client’s financial needs in the most personal, professional, and comprehensive way possible, and to provide each client with an individualized game plan for life.
$19.1B
Client Assets (AUA)
27%
Compound Annual
Growth Rate*
400+
Professionals & Staff
Mergers & Acquisitions
As a nationally recognized RIA headquartered in Cleveland, MAI offers advisors a scaled operating and investment platform for continued strong growth and successful partnerships.
Leadership

Leadership
“MAI helps advisors plan their succession by ensuring clients are cared for after the advisor’s departure. We provide capital, but more importantly, we offer scaled resources, a fiduciary culture and a focus on client relationships.”
– Rick Buoncore, Managing Partner and
Jim Kacic, President
Core Client Offerings

Financial and Retirement Planning
Thorough understanding of a client’s financial situation and priorities with on-going monitoring

Investments
An open architecture offering with in-house fixed income and proprietary alternative strategies

Family Office
Simplifying and streamlining tasks for UHNW clients including bill pay and financial advice
Locations
Accolades
News & Press
August 1, 2023
Get In Touch
Shannon Westhead
Senior Associate
shannon.westhead@wealthpcg.com
Phone
561-838-7233


More From MAI
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For details on MAI’s Sports & Entertainment client offering click here: