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Madison Wealth Planners

EST. AUM
$500,000,000

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4

CLIENT ACCOUNTS

Firm Details

Metro area New York City
CRD Number
Website richardsamara.com
Client types

Overview

Madison Wealth Planners is an independent wealth-management firm headquartered in Morristown, New Jersey. The team provides planning-led investment management for individuals and families, pairing goals-based financial plans with diversified portfolios. Madison Wealth Planners is led by Managing Director Richard F. Samara, CFP®, who brings more than four decades of industry experience. The practice partners with LPL Financial for brokerage, custody, and client technology, and with Private Advisor Group for registered investment adviser services. Clients receive guidance across retirement, education, insurance, and legacy planning, supported by educational tools, calculators, and ongoing communication.

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Address

925 West Lancaster Ave
Suite 220
Bryn Mawr, PA 19010
Tel: (610) 642-1481 

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