Efficient Wealth Planning
For Today’s World.
We’re a virtual-first firm, helping
you plan from anywhere.
The Modern Way to Plan.
Feeling limited by local advisor options?
Our virtual approach connects you with CFP® professionals nationwide.
Virtual
Experience
Connect with our team from anywhere using our secure virtual meeting platform.
Fiduciary
Advisors
We act in your best interest with transparent, fee-only financial guidance.
Team
Approach
Access to a collaborative team of fiduciaries and specialists.
You Have The
Whole Team
Behind You.
We’re forward-thinking financial advisors who’ve built a billion-dollar firm by embracing innovation and delivering thoughtful wealth guidance.
Over $1 Billion in Assets Under Management
Over 148 Years of Collective Experience
One of the Fastest Growing RIAs in America
Recognized by Investment News
Comprehensive Financial Guidance, Wherever You Are.
At Madison Partners, we create plans that are custom built and easy to follow. You receive the guidance that’s right for your situation, so you feel more in control of your financial future.
Virtual-First Means We Come To You.
Meeting with your advisor is as easy as opening your laptop or smartphone. Whether you’re at home, at work, or out of state, you’ll get the same personal guidance without having to rearrange your day.
Nationwide Accessibility
Connect with our team from anywhere in the United States.
Flexible Scheduling
Book appointments that fit your schedule.
Secure Technology
Our platform ensures your information remains confidential and protected.
Prefer in-person meetings?
We have convenient locations available for those who value face-to-face consultation.
Financial Planning at Your Fingertips.
Our app is built for how people manage money today.
You can check your accounts, connect with your advisor, or schedule a meeting in just a few taps. It’s one more way we make sure working with us feels simple, modern, and completely on your terms.
Account Access
View all your accounts in one place with real-time updates
Progress Tracking
Monitor your financial goals and track progress in real-time
Important Alerts
Receive notifications about market changes, account activity, and upcoming meetings
Secure Communication
Message your advisor team securely within the app
Bank-Level Security
Real-Time Updates
iOS & Android Compatible
Biometric Login
Our Clients Say It Best.
“The Staff at The Madison Partners is always welcoming. They work together as a team to make sure we as customers understand what we are investing in. Shane is always willing to go into as much or as little detail as we want to. “
Steven B.
Client since 2023
“We’ve trusted Shane and his team for several years for financial guidance. They’re extremely competent, thorough, and professional. We consistently value their insight and expertise as we’ve navigated various financial scenarios.”
Amber F.
Client since 2023
“Working with Shane and Melissa at Madison Partners is been such a pleasure. Their professionalism yet personal attention is second to none, and we feel very confident in their financial recommendations.”
Peggy W.
Client since 2022