Madison Partners

Description:
Madison Partners is a fee-only, fiduciary wealth management firm providing comprehensive financial planning and investment management for individuals, families, and business owners. Our advisors coordinate investment planning, retirement planning, tax strategy, education funding, estate planning guidance, and insurance reviews so you can take a holistic approach to wealth. We collaborate with your CPA and attorney as needed, and we explain recommendations in plain language. We build customized, risk-aware portfolios aligned to your goals and time horizon, with ongoing monitoring and rebalancing. Meet with us in person or virtually for clear advice and a long-term partnership focused on your priorities.

List of Services:
Investment management
Retirement income planning
Financial planning
Education funding strategies
Financial strategy consulting

Number of Employees:
37

Date of Company Formation:
2020

Payment Method:
Visa, Invoice, Mastercard, American Express, Cash

Business Hours:
Mon: 8:00am - 4:30pm
Tue: 8:00am - 4:30pm
Wed: 8:00am - 4:30pm
Thu: 8:00am - 4:30pm
Fri: 8:00am - 4:30pm
Sat: Closed
Sun: Closed

For more information, please contact us with the details below:

Contact Telephone:
(608) 210-1021

Contact Email:
[email protected]