Sally Humphrey Email

Senior Wealth Advisor & Director Operations . Madison Wealth Management

Current Roles

Employees:
19
Revenue:
$2.6M
About
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
Madison Wealth Management Address
7755 Montgomery Rd
Cincinnati, OH
United States
Madison Wealth Management Email
Madison Wealth Management Phone Numbers
513-871-4555

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