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 highly skilled team of dedicated advisors whose interests are aligned with those we serve.

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.

We Offer Our Clients:

  • A holistic organization of affairs
  • A thoughtful plan and thorough implementation
  • Coordination with other trusted advisors
  • Understandable measurements
  • On-going communication
  • Competitive results
  • Excellent advice – especially when needed quickly
  • 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℠.



Our Specialties Include: