MAI Capital Management, LLC, an RIA specializing in investment and financial planning for HNW individuals and families, has acquired Queens Oak Advisors. The deal expands MAI’s presence in Charlotte and expands the firm’s financial planning and asset management expertise.
QOA provides clients with comprehensive financial planning services including estate, retirement, and tax planning, asset allocation and more. In 2013, QOA created a women’s initiative to empower women to further their roles in financial affairs; going forward, MAI will adapt the philosophy and expand it across the firm.
This is the third acquisition made by MAI since being acquired by Galway Holdings in September 2021.
“Aligning with MAI allows us to optimize our efforts as we remain committed to providing superior services and customized planning for our clients,” stated Leila Evans of QOA. “Looking to the future, the MAI team gives us an opportunity to bolster our financial planning and asset management expertise.”