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)
- Customized Financial Planning
- Investment & Portfolio Management
- Retirement Planning
- Stock Option Planning
- Trust & Estate Advisement
- Equity & Fixed Income Research