Your Team

Our highly 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 highly-experienced 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 Firms by Financial Advisor. Many of our professionals have been named Five Star Wealth Managers by Cincinnati Magazine for several years in a row.*

* See Important Disclosures for additional information regarding these rankings.

Madison Team

Award Winning Leaders

* See Important Disclosures for more information on rankings.