William Madison Advisors

EST. AUM
$497,702,053

CONTACTS
1

CLIENT ACCOUNTS
1,658

Firm Details

Metro area Dallas
CRD Number 294782
Website williammadison.com
Client types

Overview

Established in 1997, this fee-only personal financial planning and investment management firm serves a diverse national clientele, including several international clients. The firm does not engage in the sale of securities or financial products, nor does it accept referral fees or other forms of third-party compensation. Originating from a foundation of accounting, financial planning, and investment advisory services provided since 1983, the firm offers a comprehensive range of personal financial planning services, including estate planning, retirement preparation, investment advisory, tax planning, risk management, and cash management. The primary focus is to help clients maximize their financial resources, with investment management services tailored to meet specific client objectives. Additionally, the firm operates alongside Carter & Beard, P.C., a public accounting firm that offers tax and accounting services to many of its clients.

Platform Details

See in Dakota

Investment Preferences

See in Dakota

Alternative Activity

See in Dakota

Address

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

William Madison Advisors

Platform Details

Investment Preferences

Alternative Activity

Address

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