Recent years have brought dramatic changes, including to global financial markets. M&A is dedicated to helping people-- and their families, communities, and business and philanthropic organizations-build, protect, and transfer wealth and income. As fiduciaries to our clients, we put our clients' interests first.

At M&A, we tailor sustainable investment strategies to individualized long-term goals. Abundant prior law practice, mediation, and business consulting on sustainability matters underpins and informs our financial advisory services. We apply advanced training and experience in financial planning and wealth management to access a deep network of resources, tools, specialists, and strategic alliances.