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James Phillips Email
Customer Service Specialist at Madison Wealth Management . Madison Wealth Management
Cincinnati, OH
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21Revenue:
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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 TMMadison Wealth Management Address
7755 Montgomery RdCincinnati, OH
United States