Acquired by MAI Storey & Associates was acquired by MAI Capital Management, signaling a potential shift in client onboarding, expanded resources, and integration opportunities for cross-selling financial planning and asset management services to MAI’s existing high-net-worth clientele.

High net worth potential With a focus on executives, professionals, business owners, and retirees and a revenue range of 10M-25M, the firm appeals to affluent clients who may require enhanced fee-only advisory offerings, estate planning, tax strategy, and executive compensation services that can be expanded in a larger platform.

Fee-only fiduciary The firm’s fiduciary, fee-only model reduces conflicts of interest and can be leveraged in sales pitches to mid-market and high-net-worth prospects seeking transparent, commission-free advisory relationships, a compelling differentiator in competitive markets.

Specialized services Core strengths in retirement planning, asset management, tax optimization, estate and risk planning, and executive compensation align well with cross-sell opportunities to corporate clients, retirement programs, and family offices that require integrated financial solutions.

Digital presence and tech Existing tech stack and digital footprint (Drupal site, analytics, fonts, and web integrations) provide a foundation for targeted digital marketing, lead generation, and content marketing campaigns to attract and convert potential high-value clients.