Madison Wealth Management
www.madisonadvisors.comMadison 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
Read moreMadison 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
Read moreCountry
State
Ohio
City (Headquarters)
Cincinnati
Employees
11-50
Founded
2000
Estimated Revenue
$1,000,000 to $5,000,000
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Director of Marketing and Communications
Email ****** @****.comPhone (***) ****-****Principal and Senior Portfolio Manager
Email ****** @****.comPhone (***) ****-****Client Service Specialist at Madison Wealth Management
Email ****** @****.comPhone (***) ****-****Portfolio Manager
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