MAI Capital

MAI Capital National RIA empowering you to simplify, protect, & grow your wealth.

Founded on a handshake in 1973 between Arnold Palmer and legendary sports agent, Mark McCormack, MAI Capital Management was created with the sole purpose of making clients’ lives easier. While many things have changed over the past 50 years, our mission as a registered investment adviser has not: we work to empower clients to simplify, protect, and grow their wealth. MAI serves the wealth manageme

nt and sports & entertainment businesses, continuously expanding our clientele to include those who need specialized financial planning assistance. We are driven by a fiduciary duty to act in our clients’ best interests and have developed a variety of solutions to serve the breadth of their needs. We provide financial & estate planning, investment management, tax planning & preparation, insurance & risk management, accounting & bill pay, and philanthropy advice as well as boutique services like family office or specialized solutions to people in the sports and entertainment industries.

We're excited to announce that Amy Brady has joined our team as a Managing Partner in our Office of Managing Partners!Wi...
09/01/2026

We're excited to announce that Amy Brady has joined our team as a Managing Partner in our Office of Managing Partners!

With 30+ years of enterprise leadership experience at KeyBank and Bank of America, Amy will lead key strategic initiatives, from AI optimization to cost efficiencies, as we continue our nationwide expansion. She'll also head up our national strategy focused on women and wealth.

"Amy has spent her career building high-performing teams and driving growth and innovation across some of the world's largest financial institutions," said Rick Buoncore, Chairman & CEO. "Her enterprise experience across technology, operations and growth will be invaluable as we strengthen our platform and work toward our goal of becoming the best RIA in the industry."

Read the full announcement here: https://hubs.ly/Q04w3DZv0

For decades, MAI has had the privilege of working with exceptional athletes and families, helping support their goals bo...
08/31/2026

For decades, MAI has had the privilege of working with exceptional athletes and families, helping support their goals both on and off the field. We are honored that, during his Pro Football Hall of Fame induction this weekend, Drew Brees recognized MAI Senior Wealth Advisor John Palguta as one of the behind-the-scenes contributors who have supported him throughout his journey.

Moments like this are a reminder that long-term success is rarely achieved alone. It is built through the collective efforts of family, coaches, teammates, mentors, and advisors working together over time.

Congratulations to Drew on this well-deserved recognition and thank you for allowing us to be a small part of an extraordinary career.

Drew Brees is a current client of MAI Capital Management, LLC. He was not compensated for this statement. We are aware of no material conflicts of interest on the part of the athlete resulting from the relationship with MAI. MAI Capital Management, LLC, is an investment adviser registered with the Securities and Exchange Commission.

Our Bethesda team recently wrapped up our first-ever DMV Backpack Drive in support of NCCF - The National Center for Chi...
08/27/2026

Our Bethesda team recently wrapped up our first-ever DMV Backpack Drive in support of NCCF - The National Center for Children and Families - and it was a huge success!

Thanks to the generosity of everyone who donated supplies, time, and effort, these backpacks are already being distributed to local families to help students start the school year confident and prepared

A special shoutout to the team members who provided lunch while we packed and handled the delivery.

We’re so proud to give back to our local community and are already looking forward to making next summer’s drive even bigger!

NIL money may not come with taxes withheld. The moment it hits your account, it's on you to plan for it.That means treat...
08/26/2026

NIL money may not come with taxes withheld. The moment it hits your account, it's on you to plan for it.

That means treating it less like an allowance and more like running a small business: setting cash aside for taxes as it comes in, staying ahead of quarterly payments, and thinking before you spend, not after.

Swipe through for habits that can make a real difference during your peak earnings window.

MAI Sports and Entertainment has been serving athletes and their families for over 50 years with specialized expertise. Go to https://hubs.ly/Q04vrGjH0 to learn more about reaching out to an advisor.

08/26/2026

We are excited to announce we've been named one of Crain's Cleveland Business Best Places to Work in Ohio!

This honor is a true reflection of our incredible team and the people-first culture we continue to build together every day. As our Chairman & CEO Rick Buoncore said, “This recognition means a great deal because it celebrates the people who make MAI what it is.”

Join us in celebrating our incredible team who makes this recognition possible!

Read the full announcement here: https://hubs.ly/Q04vmC5y0

Disclosure: Crain's Best Places to Work in Ohio award is based on a survey conducted in June 2026 by Best Companies Group, an independent workplace research firm. Eligible organizations must be in business at least one year with 25+ Ohio employees. Scores combine an employer questionnaire with a confidential 77-question employee survey, with employee responses weighted 75% of the total. MAI ranked 45th out of 67.

More Than One Way to Grow a Trump Account.Did you know there's more than one way to contribute to a Trump Account? Durin...
08/21/2026

More Than One Way to Grow a Trump Account.

Did you know there's more than one way to contribute to a Trump Account? During the growth period, funds can come from a few different sources — each with different limits, tax treatment, and rules.

From family and friends to employers to a government pilot program, it's worth knowing your options.

See slides for a full breakdown of each contribution type.

Growth at MAI is always built on shared values. Today, we’re pleased to announce our acquisition of OG Private Wealth, a...
08/18/2026

Growth at MAI is always built on shared values. Today, we’re pleased to announce our acquisition of OG Private Wealth, a California-based RIA with offices in Chico and Hermosa Beach.

Founded by brothers Ryan O'Donnell, CFP®, and Mike O'Donnell, CFP®, the firm has become known for simplifying complex wealth for founders, business owners, and high-net-worth families through sophisticated, all-in-one planning.

Joining MAI allows their team to scale with added institutional investment capabilities, specialized expertise, and family office resources without compromising the personalized touch that defines their practice.

Read the full announcement: https://hubs.ly/Q04tq6d70

Education planning for many families has evolved beyond covering tuition alone.Layering multiple strategies together—suc...
08/17/2026

Education planning for many families has evolved beyond covering tuition alone.

Layering multiple strategies together—such as front-loading 529 contributions, shifting beneficiaries over time, or integrating trusts—can help build flexibility as goals change.

Swipe through to explore 4 key education planning strategies families may want to consider. 👉

We're proud to announce the acquisition of Waypoint Wealth Counsel, a fee-only RIA serving more than 100 households in A...
08/17/2026

We're proud to announce the acquisition of Waypoint Wealth Counsel, a fee-only RIA serving more than 100 households in Atlanta.

Founded in 2014 by Brad McGrew and Matthew Woods, Waypoint has built a reputation for sophisticated, relationship-driven wealth management for entrepreneurs, business owners, executives, and multigenerational families — including access to proprietary private investment offerings.

Brad and Matthew will continue leading the firm, now part of MAI's growing national network — while keeping the same trusted team clients know.

Read the full announcement: https://hubs.ly/Q04td5Pz0

08/12/2026

Divorce. Losing a spouse. An inheritance. Moments like these can reshape more than a woman's finances — they can change how she thinks about money and who she turns to for advice.

In this episode of Women Redefining Wealth, MAI Capital's advisors talk about their approach to guiding someone through that: empathy, patience, and options — not a plan handed to them.

Read the full article: https://hubs.ly/Q04sNc430

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6050 Oak Tree Boulevard Suite 500
Cleveland, OH
44131

Opening Hours

Monday 8am - 5pm
Tuesday 8am - 5pm
Wednesday 8am - 5pm
Thursday 8am - 5pm
Friday 8am - 5pm

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