MAI Capital Management

Concentric Wealth Management, based in Lafayette, California, is a wealth management firm dedicated to assisting clients in achieving their financial objectives. They offer personalized, attentive service, focusing on comprehensive wealth planning that encompasses a wide range of asset classes, including stocks, bonds, mutual funds, real estate, and alternative investments.

Garrison Financial Corp. is a professional services firm specializing in investment management and financial planning. They cater to a diverse clientele, including individuals, families, institutions, and charitable organizations. The company's core offerings encompass personalized investment strategies, portfolio management, retirement planning, and wealth preservation services. Their approach involves disciplined asset allocation, meticulous security selection, and strategic portfolio construction, aiming to help clients build wealth and establish enduring financial legacies across generations.

Carmichael Hill & Associates, based in Maryland, USA, specializes in comprehensive financial planning and management services. The company assists clients in achieving their financial goals by offering a range of services, including investment management, retirement planning, tax mitigation strategies, insurance analysis, and trust and estate planning.

Halpern Financial, based in Ashburn, Virginia, is a professional services firm specializing in comprehensive wealth management. They offer a range of services including risk management, tax planning, consulting, retirement planning, estate planning, and investment planning, catering to both private clients and corporate executives.

Harbor Wealth Management, founded in 1988 and headquartered in Boulder, Colorado, is a wealth management firm specializing in comprehensive financial planning and investment management services for individuals, families, and small businesses. The company's portfolio is overseen by its executive management team.

Madison Financial Advisors, Ltd. is an employee-owned investment management firm established in 2000 and headquartered in Cincinnati, Ohio, with additional offices in Leesburg, Virginia, and Bethesda, Maryland. The firm specializes in providing financial planning and consulting services primarily to high net worth individuals, as well as pension and profit-sharing plans, charitable organizations, corporations, families, trusts, estates, and family businesses. Madison Financial Advisors manages client-specific portfolios and invests in public equity and fixed income markets, utilizing fundamental analysis to guide its investment decisions. The firm also diversifies its investments through mutual funds, ETFs, closed-end funds, and private partnerships, ensuring a tailored approach 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 company caters to successful individuals and small business owners, offering a comprehensive range of asset management and financial planning solutions. By focusing on personalized strategies, R. Karras aims to provide guidance that empowers clients to build and manage their wealth effectively.

West Point Business Group is a professional services firm specializing in financial planning and management. They offer comprehensive solutions tailored for businesses and individuals alike, encompassing corporate retirement plan administration, personal wealth management, and executive compensation strategies. Their expertise lies in helping organizations effectively navigate and optimize their qualified and non-ququalified retirement plans, while also assisting individuals in growing and safeguarding their personal wealth.

Prime Investment Advisors is a financial services firm that provides a range of advisory services to help clients manage their finances effectively. The company offers asset management, cash flow analysis, retirement planning, education funding strategies, as well as tax and estate planning services. Prime Investment Advisors is committed to delivering independent and objective investment advice that is thoroughly researched and unbiased, ensuring clients receive tailored financial guidance to meet their unique needs.

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

Monarch Business & Wealth Management is a financial and life management company that serves professional athletes, internationally acclaimed entertainers, and high-net-worth families. As a family office, it offers a comprehensive range of services including wealth planning, tax advisory, business planning and advisory, insurance, risk management, and estate planning. By providing tailored financial solutions, Monarch enables its clients to effectively manage their wealth and achieve their financial goals.

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

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 focuses primarily on retirement planning for individuals and small businesses, delivering customized, goal-oriented financial strategies to high-net-worth individuals, families, and business owners. By offering detailed planning and investment management services, Hochman Cole aids clients in navigating market fluctuations, achieving their financial objectives, and preserving wealth for future generations.

John D. Dovich & Associates is a wealth advisory firm that specializes in providing strategic financial planning services primarily for medical professionals, business owners, and family wealth entities. The firm emphasizes the importance of ongoing communication with clients, conducting periodic progress meetings, and issuing comprehensive quarterly statements that are accessible and easy to understand. Their service philosophy is built on fostering personal relationships between clients and the firm's principals. John D. Dovich & Associates offers a diverse range of services, including investment management, financial and business planning, educational assistance, retirement planning, and insurance solutions, all tailored to help clients make informed financial decisions.

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