Your Team

Our experienced team of professionals is dedicated to helping you achieve your goals.

We’re often asked, “What sets Madison apart from other Wealth Management firms?” And one of the first things we point to is our experienced, credentialed team of professionals, dedicated to helping you achieve your goals. We are passionate about our mission and many of us have earned advanced designations that are highly valued in the financial planning and investment management fields.

At Madison, we have CERTIFIED FINANCIAL PLANNERS™, Chartered Financial Analysts, a Chartered Wealth Manager, multiple MBA’s and an attorney on our team. We apply this wealth of knowledge and extensive experience to your benefit.

We are also proud to note that Wealth Manager magazine has ranked Madison among the nation’s Top Wealth Management Firms. Madison has also been named among the nation’s Fastest Growing Independent Registered Investment Advisory (RIA) Firms by Financial Advisor.

Madison was also 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.  Key factors that enable Madison to rank as a top advisory firm:  our guiding principles and a path to success. 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.” 

In addition, 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 these rankings.

Madison Team

Award Winning Leaders