MAI Capital Management is a fee-based wealth management firm located in Cleveland, Ohio, specializing in comprehensive financial planning and investment advisory services. The firm provides a range of offerings, including financial and retirement planning, investment management, insurance and risk assessment, as well as trust, estate planning, and tax solutions. MAI Capital Management focuses on delivering objective recommendations tailored to help clients achieve their financial goals and build wealth effectively.
Madison Financial Advisors, Ltd. is an employee-owned investment management firm based in Cincinnati, Ohio, with additional offices in Leesburg, Virginia, and Bethesda, Maryland. Established in 2000, the firm specializes in providing financial planning and consulting services primarily to high net worth individuals, pension and profit-sharing plans, charitable organizations, corporations, families, trusts, estates, and family businesses. Madison Financial Advisors manages client-specific portfolios, employing fundamental analysis to guide its investment strategies. The firm invests across public equity and fixed income markets, as well as in mutual funds, ETFs, closed-end funds, and private partnerships, ensuring a diversified approach tailored to meet the unique needs of its clientele.
R. Karras Asset Management & Planning
Acquisition in 2024
R. Karras Asset Management & Planning is a financial firm located in Independence, Ohio, specializing in wealth management services. The firm offers a comprehensive range of asset management and financial planning solutions tailored for successful individuals and small business owners. With a focus on personalized strategies, R. Karras Asset Management & Planning aims to provide clients with effective guidance in building and managing their wealth.
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