Business Hours
Monday 8:00am - 4:30pm
Tuesday 8:00am - 4:30pm
Wednesday 8:00am - 4:30pm
Thursday 8:00am - 4:30pm
Friday 8:00am - 4:30pm
Accepted Payments
cash, visa, mastercard, american express
Year Established
2020
Madison Partners
Listed In: Financial Planning
Madison Partners is a fee-only, fiduciary wealth management firm providing comprehensive financial planning and investment management for individuals, families, and business owners. Our advisors coordinate investment planning, retirement planning, tax strategy, education funding, estate planning… Madison Partners is a fee-only, fiduciary wealth management firm providing comprehensive financial planning and investment management for individuals, families, and business owners. Our advisors coordinate investment planning, retirement planning, tax strategy, education funding, estate planning guidance, and insurance reviews so you can take a holistic approach to wealth. We collaborate with your CPA and attorney as needed, and we explain recommendations in plain language. We build customized, risk-aware portfolios aligned to your goals and time horizon, with ongoing monitoring and rebalancing. Meet with us in person or virtually for clear advice and a long-term partnership focused on your priorities. Read more
Additional Locations See All
Madison Partners
109 South St, Waunakee, WI (1 Km Away)
Madison Partners - Personal Wealth Management Group - UBS Financial Services Inc.
100 West Putnam Ave, 2nd Floor, Greenwich, CT (8642 Km Away)
Madison Partners
1133 Quail Court, suite 115, Pewaukee, WI (9865 Km Away)