About Us

Madison Wealth Management is a trusted financial planner and investment management firm founded in 2000.

Madison works closely and confidentially with individuals, multi-generational families, business owners and charitable foundations as an independent, fee-only advisor and fiduciary. We are an employee-owned firm with a credentialed team of dedicated fiduciary investment advisors.

Place our team at the center of your customized plan, diligently working with you and coordinating with other trusted advisors – attorneys, tax advisors, insurance advisors – to deliver in-depth and ongoing wealth management services. With offices in Cincinnati, Northern Virginia and Washington, DC, we manage portfolios ranging from $1 million to $25 million on behalf of our clients.


Awards & Recognitions:

  • Named to the 2019 edition of the Financial Times (FT) 300 Top Registered Investment Advisers. The list recognizes top independent RIA firms from across the United States.
  • Ranked by Wealth Manager magazine among the nation’s Top Wealth Management Firms.
  • Named among the nation’s Fastest Growing Independent Registered Investment Advisory (RIA) Firms by Financial Advisor.
  • Named to Citywire’s 2019 inaugural list of “Future 50 RIAs”!  Citywire recognized 50 of the firms that best represent its vision of the future of the industry. Citywire measured Madison’s independence, how we manage our own investment practice, what percentage of our income is fee based, how inclusive, diverse and sustainably-minded we are and how much we have grown as a business in recent years.
  • Named a top RIA in Cincinnati for several years in a row by online news media site AdvisoryHQ, who independently researches and ranks financial advisory and wealth management firms.  AdvisoryHQ states “With a fee-only commitment and a strong set of client-centric principles, Madison Wealth Management is one of the best financial advisors in Cincinnati to consider partnering with this year.” 
  • Many of our professionals have been named Five Star Wealth Managers by Cincinnati Magazine for multiple years in a row.

See Important Disclosures for additional information regarding awards and recognitions.

 

We Offer Our Clients:

  • Holistic financial planning 
  • Thorough investment implementation
  • Coordination with other trusted advisors
  • Ongoing monitoring, reporting and communication
  • Competitive results 
  • Responsive client service 
  • Peace of mind

Whether you are investing for retirement, handling an inheritance, building or selling a business, we are dedicated to helping you reach your goals.  Madison is Your Trust, Invested Wisely℠.

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Our Specialties Include:

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