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.

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℠.

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Our Specialties Include:

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