Madison Receives Distinguished Recognitions
Madison has more good news to share on the heels of being recognized by the Business Courier as a finalist for its 2021 Best Places to Work awards! Several leading publications, including the Financial Advisor, Five Star Wealth Professional, Advisory HQ, The Cincinnati Business Courier, and the Washington Business Journal, have recognized Madison this year.
It is estimated that there are more than 10,000 RIAs in the nation. We are proud to stand apart. Here are some recent examples:
Financial Advisor magazine recognized Madison in their annual ranking of Registered Investment Advisors, in the top 330 firms in the nation. As an independent Registered Investment Advisor (RIA), Madison is a fiduciary and has a fiduciary duty to act in the best interest of our clients and to disclose any possible conflicts of interest. Ethically, legally and philosophically, our interests are aligned with our clients.
Several of our advisors are multi-year Five Star Wealth Managers including Joe Hack, CFP®, Alan Henning, CFA, Sally Humphrey, MBA, Ed Kuresman, CFA, James McDermott, CFP® and Brad Meeks, CFA. There are multiple objective criteria in order to be chosen as a Five Star Wealth Manager, including the education and professional designations of an advisor, as well as being actively licensed for at least five years and having a favorable regulatory and complaint history review. In 2021, a total of 1,357 Cincinnati wealth managers were considered for this award and 216 (only 16% of candidates) were named Five Star Wealth Managers.
Our guiding principles have factored into being named a top Cincinnati RIA for several years in a row by the online news media site AdvisoryHQ, which independently researches and ranks financial advisory and wealth management firms.
AdvisoryHQ states: “Madison Wealth is fully committed to serving its clients and takes its fiduciary duty very seriously. The team’s collaborative approach addresses and anticipates each client’s needs, making a great base for a long-term relationship built upon understanding, trust, and mutual respect. With a highly experienced and dedicated team, in-depth financial planning services, and a strong client commitment, Madison Wealth Management easily solidifies its 5-star rating as one of the best wealth management firms in Cincinnati to consider partnering with this year.”
On the home front, Madison was named in two distinguished lists. The Cincinnati Business Courier ranked Madison among the Top 25 Largest Greater Cincinnati Money Management Firms by locally managed assets. Madison was also ranked among the Washington Business Journal’s Top 25 Wealth Management Firms by metro-area financial planners.
Madison is deeply grateful to its clients and team members as our success is a reflection of you. We are passionate about our mission. One of our main priorities is to form long-lasting relationships with our clients and team members, where we build upon a foundation of understanding, trust, communication, and mutual respect.