Strategic acquisition Storey & Associates was acquired by MAI Capital Management in 2021, presenting a sales opportunity to introduce integrated wealth management solutions that align with MAI's expanded platform and client base.

Fee-only appeal As a fee-only fiduciary advisory with no commissions, Storey & Associates emphasizes conflict‑free guidance, a strong differentiator to leverage when proposing scalable financial planning and asset management services to additional clients or partners seeking objective advice.

Target client segments The firm focuses on executives, professionals, business owners, young families, and retirees, suggesting cross-sell potential for retirement income planning, tax optimization, employee benefit packages, and estate planning services to its existing network.

Technology footprint Current tech stack includes Drupal, PHP, and associated tools, indicating opportunities to modernize client portals, digital onboarding, and data analytics collaborations to enhance efficiency and service delivery.

Growth and scale With revenue in the low single to mid‑range millions and a large prior acquisition, there is potential to pursue strategic partnerships, expanded asset management capabilities, and enhanced advisory services to compete with mid‑size firms in the regional market.