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    Madison Wealth Management

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    Description

    • Madison Wealth Management is a trusted, independent financial planning and investment management firm founded in 2000. We work closely and confidentially with individuals, multi-generational families, business owners and charitable foundations as an independent, fee only advisor and Fiduciary. With offices in Cincinnati and Washington, DC we manage portfolios ranging from $1 million to $25 million on behalf of our clients. Madison is an employee-owned firm with a highly skilled team of certified, dedicated advisors whose interests are aligned with those we serve. We deliver objective, high-quality advice to help successful people make smart decisions with their money. Specialties Customized Financial PlanningInvestment and Portfolio Management Retirement PlanningStock Option Planning Trust and Estate Advisement Equity and Fixed Income ResearchMadison is Your Trust, Invested Wisely.
    • location

      Headquarters:7755 Montgomery Road , Cincinnati, Ohio, United States

      More
    • Madison Wealth Management phone

      Phone Number: +1 513-871-4555

    • Madison Wealth Management website

      Website: https://www.madisonadvisors.com

    • Madison Wealth Management employees

      Employees:19

    • Madison Wealth Management revenue

      Revenue:$10 - 50M

    • Madison Wealth Management legal name

      Legal Name:Madison Wealth Management

    • Madison Wealth Management's Social Media

      Madison Wealth Management linkedin
    • done Is this data correct?

    • |  NAICS Code: 523930  |

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    Person level website identification

    President for Madison Wealth Management

    James Mcdermott

    President

    Person level website visitor identification

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    View Employees

    James Mcdermott

    President

    Cern Basher

    Co-Founder And Chief Investment Officer

    Kelly Blanks

    Director Of Marketing And Communications

    Bradley Meeks

    Principal And Senior Portfolio Manager

    Edward Kuresman

    Principal And Portfolio Manager

    Frequently Asked Questions regarding Madison Wealth Management

    • Where are Madison Wealth Management's Headquarters?

      Madison Wealth Management's Headquarters are in 7755 Montgomery Road ,Cincinnati,Ohio,United States

    • What is Madison Wealth Management's phone number?

      Madison Wealth Management's phone number is +1 513-871-4555

    • What is Madison Wealth Management's official website?

      Madison Wealth Management's official website is https://www.madisonadvisors.com

    • What is Madison Wealth Management's Revenue?

      Madison Wealth Management's revenue is $10 - 50M

    • What is Madison Wealth Management's NAICS code?

      Madison Wealth Management's NAICS code is 523930

    • How many employees are working in Madison Wealth Management

      Madison Wealth Management has 19 employees

    • What is Madison Wealth Management's Industry?

      Madison Wealth Management is in the industry of Investment Management

    • Who is Madison Wealth Management's President?

      Madison Wealth Management's President is James Mcdermott

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