Madison Wealth Management

Madison Wealth Management is a trusted Financial Planner and Investment Management firm founded in 2000.

We work closely and confidentially with individuals, multi-generational families, business owners and charitable foundations as an independent, fee-only advisor and fiduciary. Madison is an employee-owned firm with a credentialed team of dedicated fiduciary investment advisors.

Place our team at the center of your customized plan, diligently working with you and coordinating with other trusted advisors – attorneys, tax advisors, insurance advisors – to deliver in-depth and ongoing wealth management services. With offices in Cincinnati, Northern Virginia and Washington D.C., we manage portfolios ranging from $1million to $25 million on behalf of our clients.

Madison is “Your Trust, Invested Wisely” (SM)

Specialties

  • Customized Financial Planning
  • Investment & Portfolio Management
  • Retirement Planning
  • Stock Option Planning
  • Trust & Estate Advisement
  • Equity & Fixed Income Research
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Advisors at this Office

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This Office

7755 Montgomery Rd Ste 350 Cincinnati, OH 45236-4197 Phone: (888) 943-4198

Primary Office

7755 Montgomery Rd Ste 350 Cincinnati, OH 45236-4197 Phone: (888) 943-4198