ALLISON WERDEN
MAI Capital Management
As a Certified Exit Planning Advisor (CEPA®), Allison Werden is equipped with the training, skills, and tools needed to strengthen relationships with business owners and serve as their most trusted advisor.
Through the knowledge learned in the credentialing program, CEPAs® holistically plan for an owner’s life outside of their business while successfully building significant value in their organization prior to their exit. Not only will a CEPA® help you effectively transition your business, but will also advise you on personal and personal financial matters.
{custom_meta_description=Allison Werden - - MAI Capital Management - Independence, Ohio, city=Independence, display_country=United States, hs_object_source_detail_1=Find A CEPA (April 2025) , hs_object_source_label=AUTOMATION_PLATFORM, url_slug=allison-werden, lname=Werden, hs_object_source_id=enrollmentId:1651343309670;actionExecutionIndex:0, cepa_attendance_sheet_url=https://exit-planning-institute.org/hubfs/5_Account%20Management/Certificates%20of%20Attendance/CEPA%20APRIL%202025/WERDEN-ALLY-CERTIFICATE%20OF%20ATTENDANCE-CFP-NASBA-CEPAOnline-2025-APRIL.pdf, hs_createdate=1746191557344, cohortium_profile_title=Allison Werden | Other at MAI Capital Management | CEPA Connect Member, state=Ohio, id=27239425695, advisor_type=Other, custom_page_title=Exit Planning Institute - Find a CEPA | Allison Werden, email=ally.werden@mai.capital, cohortium_meta_description=Connect with Allison Werden, a specialized Other working with MAI Capital Management based in Ohio., associated_contact_record_id=80354336919, website=https://mai.capital/team/ally-werden/, cepa_certificate_url=https://exit-planning-institute.org/hubfs/5_Account%20Management/CEPA%20Certificates/CEPA%20APRIL%202025/9251_Werden_CEPA-Certificate-2025-April.pdf, is_editable=editable, url_slug_2=allison-werden, impersonate_user_url=https://exit-planning-institute.org/member-detail/allison-werden?impersonation=true, full_name=Allison Werden, hs_lastmodifieddate=1764932309187, phone=+13302835924, company_name=MAI Capital Management, name=Allison, hs_object_id=27239425695, associated_resources=0, hs_object_source=AUTOMATION_PLATFORM, postal_code=44131, status=Published, hs_updated_by_user_id=78050139}
- Advisor Type: Other
- Website:
https://mai.capital/team/ally-werden/ - Phone: +13302835924
- City: Independence
- State: Ohio
- Postal Code: 44131
- Country: United States
- Designations:
- Markets Served:
- Company Name: MAI Capital Management
