Important Disclosure Information

Madison Wealth Management (“Madison“) is an SEC registered investment adviser with offices in Cincinnati, Ohio and the Washington, DC area. Please note that SEC registration does not constitute an endorsement of the firm by the Securities and Exchange Commission, nor does it indicate that the adviser has attained a particular level of skill. Madison and its representatives are in compliance with the current filing requirements imposed upon SEC registered investment advisers by those states in which Madison maintains clients. Madison may only transact business in those states in which it is registered, or qualifies for an exemption or exclusion from registration requirements. Madison’s web site is limited to the dissemination of general information pertaining to its advisory services, together with access to additional investment-related information, publications, and links. Accordingly, the publication of Madison’s web site on the Internet should not be construed by any consumer and/or prospective client as Madison’s solicitation to effect, or attempt to effect transactions in securities, or the rendering of personalized investment advice for compensation, over the Internet. Any subsequent, direct communication by Madison with a prospective client shall be conducted by a representative that is either registered or qualifies for an exemption or exclusion from registration in the state where the prospective client resides. For information pertaining to the registration status of Madison, please contact the SEC or the state securities regulators for those states in which Madison maintains a notice filing. A copy of Madison’s current written disclosure statement discussing Madison’s business operations, services, and fees is available from Madison upon written request. Madison does not make any representations or warranties as to the accuracy, timeliness, suitability, completeness, or relevance of any information prepared by any unaffiliated third party, whether linked to Madison’s web site or incorporated herein, and takes no responsibility therefor. All such information is provided solely for convenience purposes only and all users thereof should be guided accordingly.

Please remember that different types of investments involve varying degrees of risk, and there can be no assurance that the future performance of any specific investment or investment strategy (including those undertaken or recommended by Madison), will be profitable or equal any historical performance level(s).

Certain portions of Madison’s web site (i.e. newsletters, articles, commentaries, etc.) may contain a discussion of, and/or provide access to, Madison’s (and those of other investment and non-investment professionals) positions and/or recommendations as of a specific prior date. Due to various factors, including changing market conditions, such discussion may no longer be reflective of current position(s). Moreover, no client or prospective client should assume that any such discussion serves as the receipt of, or a substitute for, personalized advice from Madison, or from any other investment professional. Madison is neither an attorney nor an accountant, and no portion of the web site content should be interpreted as legal, accounting or tax advice.

Rankings and/or recognition by unaffiliated rating services and/or publications should not be construed by a client or prospective client as a guarantee that he/she will experience a certain level of results if Madison is engaged, or continues to be engaged, to provide investment advisory services, nor should it be construed as a current or past endorsement of Madison by any of its clients. Rankings published by magazines, and others, generally base their selections exclusively on information prepared and/or submitted by the recognized adviser. Such third party rankings and awards do not evaluate the quality of service provided by Madison.

CNBC FA 100 – Ranked #25 in Financial Advisor Top 100 List 2023: 

Madison Wealth Management has been ranked #25 on the CNBC Financial Advisor Top 100 List of financial advisory firms in the United States. The 2023 CNBC FA100 list is based on a proprietary methodology developed by CNBC in partnership with data provider, AccuPoint Solutions. Madison Wealth Management is not affiliated with CNBC or AccuPoint. The ranking methodology consisted of first analyzing a variety of core data points from AccuPoint’s database of over 40,646 registered investment advisory firms. Consideration for the ranking is therefore limited to advisers for which AccuPoint had access to relevant data. AccuPoint then applied weighted categories to further refine and rank the firms, ultimately creating the list of the Top 100. The primary data points used in the analysis were reviewed, either as a minimum baseline or within a range, eliminating those firms that did not meet requirements. Once the initial list was compiled, weightings were also applied accordingly. These data appoints included: disclosures; number of years in the business; number of employees; number of certified financial planners; number of investment advisors registered with the firm; the ration of investment advisors to total number of employees; total assets under management; percentage of discretionary assets under management; total accounts under management; number of states where the firm is registered; and country of domicile.

USA Today – Best Financial Advisory Firms 2023: 

For the first time, USA TODAY and Statista are awarding the “Best Financial Advisory Firms” in the US. The ranking of the best registered investment advisory firms (“RIA Firms”) is based on two dimensions: recommendations by clients and peers and a firm’s growth of Assets under Management (AUM). The recommendations were collected via an independent survey sent to over 20,000 individuals. While clients were able to evaluate and recommend their RIA firm, financial advisors working for an RIA firm were asked to consider a scenario where their own firm could not take on a client and had to recommend another RIA firm they appreciate. The development of AUM was analyzed both, short and long term based on publicly available data. For the short term view , the growth of AUM over a twelve months period was calculated, from January 2022 to January 2023. For the long term view , the growth of AUM over a five year period was calculated, from 2018 2023. In the consideration for the top 500 RIA firms, recommendations had a weight of 20% while development of AUM had a weight of 80% (short term and long term growth were equally weighted) to derive the final score.

Financial Advisor Magazine RIA Ranking (2023)
FA’s RIA survey is a ranking based on assets under management at year end of independent RIA firms that file their own ADV with the SEC. FA’s RIA ranking orders firms from largest to smallest, based on AUM reported to us by firms that voluntarily complete and submit FA’s survey by our deadline. We do our best to verify AUM by reviewing ADV forms. To be eligible for the ranking, firms must be independent registered investment advisors and file their own ADV statement with the SEC and provide financial planning and related services to individual clients. Firms must have at least $500 million in assets under management as of December 31, 2021 to be included in the print edition of Financial Advisor magazine’s 2022 RIA survey. Firms with under $500 million will be included the FA’s expanded online RIA survey. Madison did not pay a fee for inclusion on this list. To see the full list click here.

Five Star Wealth Professional: Five Star Wealth Managers (2023)
Five Star Professional has partnered with Cincinnati Magazine to help consumers find wealth managers and investment professionals in their area. A research process is used to identify a broad population of candidates. The award is based on 10 objective criteria: 1) Credentialed as a RIA or RIA rep 2) Actively licensed as an RIA or as a principal of an RIA firm for minimum of 5 years 3) Favorable regulatory and complaint history review 4) Fulfilled firm review based on internal standards 5)Accepting new clients 6) One-year client retention rate 7) Five-year client retention rate 8) Non-institutional discretionary and/or non-discretionary client assets administered 9) Number of client households served 10) Education and professional designations. This award was issued on September 1, 2022 by Five Star Professional (FSP) for the time period September 1, 2022 through August 31, 2023. Wealth managers do not pay a fee to be considered or placed on the final list of Five Star Wealth Managers. Award winners may pay for marketing tools, including this advertisement. For more information please see https://www.fivestarprofessional.com/spotlights/103228

AdvisoryHQ: Best Financial Advisors in Cincinnati, OH (2022)
AdvisoryHQ’s rankings are based on a proprietary system called the “Top-Down Advisor Selection Methodology.” The selection methodology applies certain initial criteria to a list of advisers and wealth managers developed by AdvisoryHQ through public sources. This initial criteria includes: fee structure; fiduciary duty; independence; and scale of innovation. After limiting the initial list using this criteria, AdvisoryHQ utilizes the following final selection filters: resource availability; experience level; transparency; customized service; quality of website; open door policy; and audience. Madison did not pay a fee for inclusion on this list. The AdvisoryHQ recognition should not be construed by a client or a prospective client as a guarantee that he/she will experience a certain level of results if Madison is engaged; nor should it be construed as a current or past endorsement of Madison by any of its clients. Investment performance is not a criteria for the recognition and the recognition is not indicative of Madison’s future performance. Madison did not pay a fee for this recognition.For more information please see https://www.advisoryhq.com/articles/advisoryhqs-methodology-for-selecting-top-advisors/

Washington Business Journal: Largest Wealth Management Firms (2023)
The Washington Business Journal’s Largest Wealth Management Firms list is based on the number of metro-area financial planners, metro-area employees, and 2022 Revenue. In 2023, Madison ranked in the top 25 in the Washington Metro-area based on the number of metro-area financial planners. For more information please see https://www.bizjournals.com/washington/subscriber-only/2023/07/14/largest-wealth-management-firms-in-greater-washington.html

Cincinnati Business Courier: Largest Cincinnati Area Money Management Firms (2023)
The Cincinnati Business Courier ranks the top 25 local money management firms annually by size. Rankings are based on the amount of assets under management at both the local level (Cincinnati Branch) as well as total firm assets under management. These numbers are firm-reported and are current as of 5/1/2023. For more information please see https://www.bizjournals.com/cincinnati/subscriber-only/2023/07/21/largest-cincinnati-area-money-management-firms.html

Cincinnati Business Courier: Top Places to Work Finalist (2023)
The Cincinnati Business Courier ranks “best places to work” by administering employee surveys through a third party, Quantum Workplace. Companies are rated by their employees in areas such as senior leadership, team effectiveness, work recognition and benefits. Quantum then scores the companies and ranks the “best places to work” in five size categories as determined by employee size. For more information, please see https://www.bizjournals.com/cincinnati/news/2023/06/29/2023-best-places-to-work-awards-finalists.html

Each client and prospective client agrees, as a condition precedent to his/her/its access to Madison’s web site, to release and hold harmless Madison, its officers, directors, owners, employees and agents from any and all adverse consequences resulting from any of his/her/its actions and/or omissions which are independent of his/her/its receipt of personalized individual advice from Madison