Prime Investment Advisors

Prime Investment Advisors is a Bethesda-based financial advisory firm that specializes in comprehensive investment and financial planning for high-net-worth individuals and families. With a prominent reputation in the Bethesda, Maryland area, Prime has built a multitude of client relationships since its establishment in 1991. The firm is led by Stephen Polan, a licensed CPA with a Masters degree in Taxation, who brings extensive industry experience to his role as Senior Wealth Advisor and Managing Director at Prime.

Recently, Prime Investment Advisors was acquired by MAI Capital Management, a registered investment adviser based in Cleveland. This acquisition expands MAI's presence in Maryland and strengthens its Mid-Atlantic footprint, while also adding significant talent and expertise to its team. With a focus on providing leading investment advice and resources, MAI is dedicated to helping clients advance their financial futures and achieve their goals.

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