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