mai.capital valid

MAI Capital Management

MAI Capital Management empowers you to simplify, protect, and grow your wealth\. We are celebrating 50 years of taking care of our clients, each other, and our community\. %

For agents: MAI Capital Management, a 50-year-old wealth management firm offering advisors, team bios, ADV disclosures, and investment resources. Contact form and newslette

wealth managementfinancial advisorsinvestment adviceretirement planningtax preparation

Their llms.txt

The beginning of the file, from our validated copy saved 2026-10-21T11:32:29.603Z. Cached copy · Source on mai.capital

# MAI Capital Management

> MAI Capital Management empowers you to simplify, protect, and grow your wealth\. We are celebrating 50 years of taking care of our clients, each other, and our community\. %

Generated by Yoast SEO v28.7, this is an llms.txt file, meant for consumption by LLMs.

## Pages
- [Contact Us](https://mai.capital/contact-us/)
- [ADV](https://mai.capital/adv/)
- [Subscribe](https://mai.capital/subscribe/)
- [Evoke Advisors](https://mai.capital/evoke-advisors/)
- [Advisors](https://mai.capital/advisors/)

## Our Team
- [Philip Noftsinger, CPA](https://mai.capital/team/philip-noftsinger-cpa/)
- [Heidi Coyle, CPA](https://mai.capital/team/heidi-coyle/)
- [John Zaller, CFA®](https://mai.capital/team/john-zaller/)
- [Galina Aliferova](https://mai.capital/team/galina-aliferova/)
- [B\. Deems May, Jr\.](https://mai.capital/team/b-deems-may-jr/)

## Resources
- [Al Chu: The Structural Case for Natural Resources](https://mai.capital/resources/al-chu-the-structural-case-for-natural-resources/)
- [Matt Barthel Named as Managing Partner, Strategic Advisor Recruiting](https://mai.capital/resources/mai-capital-management-names-matt-barthel-as-managing-partner-strategic-advisor-recruiting-bringing-veteran-industry-leader-to-expand-financial-advisor-network/): MAI Names Matt Barthel as a Managing Partner
- [Dual Legacy: Financial Planning for Women Balancing Business Ownership and Family Wealth](https://mai.capital/resources/dual-legacy-financial-planning-for-women-balancing-business-ownership-and-family-wealth/): For many women entrepreneurs, the responsibility of financial planning extends beyond the company they’ve built\.
- [Jeffrey Sherman: Preparing for a New Regime](https://mai.capital/resources/jeffrey-sherman-preparing-for-a-new-regime/)
- [Arianna Huffington On Cognitive Nutrition and Healthy Eating](https://mai.capital/resources/arianna-huffington-on-cognitive-nutrition-and-healthy-eating/): Women are reshaping both sides of wealth management — as advisors and as clients — and are poised to become  an increasingly important force in the future of the industry\. This structural shift is driven by demographics, behavior, and economics all converging at once\.

## Designation
- [Wealth Management](https://mai.capital/designation/wealth-management/)
- [Advisors](https://mai.capital/designation/advisors/)
- [Other](https://mai.capital/designation/other/)
- [Investment Management](https://mai.capital/designation/investment-management/)
- [Firm Leadership](https://mai.capital/designation/firm-leadership/)

## Locations
- [Cleveland, Ohio](https://mai.capital/location/cleveland-oh/)
- [Cincinnati, Ohio](https://mai.capital/location/cincinnati-oh/)
- [Ponte Vedra Beach, Florida](https://mai.capital/location/ponte-vedra-beach/)
- [D\.C\. Metro Area \(Ashburn\)](https://mai.capital/location/ashburn-va/)
- [Marriottsville, Maryland](https://mai.capital/location/marriottsville-md/)

## Evoke Locations
- [Los Angeles, California \(Evoke\)](https:
…

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