Madison Wealth Management

www.madisonadvisors.com

Madison Wealth Management is a trusted, independent financial planning 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. With offices in Cincinnati and Washington, DC we manage portfolios ranging from $1 million to $25 million on behalf of our clients. Madison is an employee-owned firm with a skilled team of certified, dedicated advisors. We deliver objective, carefully considered advice to help successful people make smart decisions with their money. Specialties • Customized Financial Planning • Investment and Portfolio Management • Retirement Planning • Stock Option Planning • Trust and Estate Advisement • Equity and Fixed Income Research Madison is Your Trust, Invested Wisely TM

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Madison Wealth Management is a trusted, independent financial planning 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. With offices in Cincinnati and Washington, DC we manage portfolios ranging from $1 million to $25 million on behalf of our clients. Madison is an employee-owned firm with a skilled team of certified, dedicated advisors. We deliver objective, carefully considered advice to help successful people make smart decisions with their money. Specialties • Customized Financial Planning • Investment and Portfolio Management • Retirement Planning • Stock Option Planning • Trust and Estate Advisement • Equity and Fixed Income Research Madison is Your Trust, Invested Wisely TM

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Country

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State

Ohio

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City (Headquarters)

Cincinnati

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Employees

11-50

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Founded

2000

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Estimated Revenue

$1,000,000 to $5,000,000

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Social

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Potential Decision Makers

  • Director of Marketing and Communications

    Email ****** @****.com
    Phone (***) ****-****
  • Principal and Senior Portfolio Manager

    Email ****** @****.com
    Phone (***) ****-****
  • Client Service Specialist at Madison Wealth Management

    Email ****** @****.com
    Phone (***) ****-****
  • Portfolio Manager

    Email ****** @****.com
    Phone (***) ****-****

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