Madison Partners

EST. AUM
$1,303,110,029

CONTACTS
15

CLIENT ACCOUNTS
6,213

Firm Details

Metro area Madison
CRD Number 305824
Website themadisonpartners.com
Client types

Overview

Madison Partners is an independent investment advisory firm offering financial planning and investment services. The firm employs Certified Financial Planner® (CFP®) professionals with expertise in various financial disciplines. Operating as fiduciary advisors, Madison Partners acts in the best interests of its clients. The firm follows a fee-only structure, avoiding commissions from recommended products to reduce potential conflicts of interest. Its independent approach supports the development of financial plans and investment strategies tailored to clients' objectives.

Platform Details

Investment Preferences

Alternative Activity