21 February, 2019
Trusted financial planning and investment management firm founded in 2000.
CUSTOMIZED FINANCIAL PLANNING
We provide in-depth and ongoing financial planning services designed to help successful people make smart decisions with their money.
INVESTMENT & PORTFOLIO MANAGEMENT
We understand the art and science of asset allocation, asset location, and creating customized and diversified portfolios to generate competitive results while managing risk.
RETIREMENT PLANNING
We help our clients prepare for retirement in a holistic fashion, making sensible financial choices while addressing the personal side of what it means to be retired.
STOCK OPTION PLANNING
We expertly manage concentrated positions and low-basis stock, helping our clients build financial wealth and pay for future expenses such as college and retirement.
TRUST & ESTATE ADVISEMENT
We work closely and confidentially with other professionals – attorneys, tax advisors, insurance advisors - to efficiently transfer wealth while managing tax implications.
EQUITY & FIXED INCOME RESEARCH
We have extensive experience on both the buy and sell-side, using proprietary models and sophisticated tools to conduct independent investment research.
WHAT WE DO
We work closely and confidentially with individuals, multi-generational families, business owners and charitable foundations
as an independent, fee only advisor and Fiduciary.
MADISON INSIGHTS
Latest News & Ideas
Financial & Retirement Planning
Madison in the Community
- 21 February, 2019
UC Economic Center’s StEP Spotlights Madison’s Brad Meeks, CFA
YOUR TRUST, INVESTED WISELY℠
We are dedicated to helping you reach your goals.
Protecting Your Assets & Information
At Madison, your financial security is paramount. We work only with industry custodial leaders to protect your valuable assets and information against loss and unauthorized use. View your customized assets under management using our client portal.