MAI Capital Management

Concentric Wealth Management helps clients manage wealth and achieve financial goals with a caring and attentive personal relationship.

Garrison Financial Corp. offers investment management and financial planning services.

Carmichael Hill & Associates offers investment management, tax mitigation strategies, insurance analysis, and retirement planning services.

Hyperion Partners provides financial advising services to individuals and organizations seeking to achieve their financial objectives. The organization provides personalized financial planning, investment management, and asset management techniques.

Halpern Financial provides risk management, taxation, consulting, retirement, estate and investment planning services.

WaterStone Investment Counsel helps individuals, businesses and foundations with investment management services and technical analysis.

Traverso Chambers is a financial advisory firm that provides wealth management services to individuals and businesses.

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 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.

West Point Business Group is a firm of industry leaders in the field of financial services, ranging from corporate qualified plan management to personal wealth management.

Pareto provides financial planning and wealth management services for its high-net-worth clients. It offers a comprehensive investment universe.

Regal offers a complementary array of wealth management services, including goals-based investment management, tax planning, legacy planning, and assisting with both business and personal financing.

Investment Planning Associates offers sensible and tailored financial and investment planning services.

Queens Oak Advisors is a firm that specializes in wealth management and investment advisory services for high-net-worth individuals and institutional clients. The company provides a range of financial services, including comprehensive financial planning, estate planning, retirement planning, asset allocation, and tax planning. By offering tailored solutions, Queens Oak Advisors aims to help clients achieve their financial objectives and effectively manage risk in their investments.

Hochman Cole Investment Advisors is an investment advisory firm that specializes in providing comprehensive financial services, including investment management, risk management, tax planning, and estate planning. The firm primarily focuses on retirement planning for individuals and small businesses, offering personalized, goal-oriented financial strategies. Hochman Cole assists high-net-worth individuals, families, and business owners in navigating market fluctuations, achieving their financial objectives, and preserving wealth across generations. Through its tailored approach, the firm aims to ensure clients are well-prepared for their financial futures.

MWM Investment Consulting specializes in investment management services aimed at high-net-worth individuals, wealthy families, and charitable foundations. The firm offers a range of services, including investment advisory, financial planning, and wealth management, with a focus on risk management and developing strategic investment strategies tailored to meet the unique needs of its clients.

J.M. Hartwell L.P. is a privately owned investment manager based in New York City, specializing in growth stock investing. Established in 1961, the firm primarily serves high net worth individuals, as well as pension plans, foundations, endowments, and a variety of institutional clients. J.M. Hartwell manages separate client-focused equity portfolios, investing in public equity markets worldwide. The firm employs a disciplined, fundamental, bottom-up approach, utilizing both quantitative and fundamental analysis to construct its portfolios. Performance benchmarks include the Russell indices and the S&P 500 Index, with in-house research playing a crucial role in the investment process. In 2019, J.M. Hartwell was acquired by MAI Capital Management, LLC.

John D. Dovich and Associates provides strategic financial planning services. We believe in on-going communication with our clients, periodic progress meetings, and quarterly client statements that are comprehensive and easy to read. The personal relationship between our clients and our principals is the hallmark of our service philosophy.

MTX Wealth Management, based in Reston, Virginia, was a full-service financial and investment advisory firm established in 2008. The firm specialized in providing comprehensive financial, tax, and investment advisory services to high-net-worth individuals, including professional athletes and entertainers. MTX Wealth Management offered two primary service models: one aimed at wealth accumulation and the other focused on wealth preservation. The management and governance of the firm’s assets were overseen by an executive management team. In June 2019, MTX Wealth Management was acquired by MAI Capital Management, expanding its capabilities and resources.

Calfee Financial Advisors - wealth management business provides financial planning services.