ABOUT US

At Madison Partners, we work with you as your fiduciary partner now and through all stages of your life. Whether your goal is preparing for retirement, college savings, tax planning, or estate strategies – our personalized service will help you address your needs, wants, financial goals and objectives for many years to come.

 

Who We Are

We are dedicated to providing investment management and strategic wealth planning that is suitable for you. Simply put, we strive to be our client’s trusted advisor.

 

Our Process

As a firm, our focus is to understand your goals and develop a plan to pursue them. We will meet with you to present an analysis and discuss our recommendations. Together, we implement the recommendations and monitor your progress.

 

What We do

As independent advisors, we build portfolios based on independent and objective guidance and advice.  Our focus remains where it belongs, building lasting relationships with our clients.

Brodhead Office

Phone: 608.897.1530

 

1103 1st Center Ave
Brodhead, WI 53520

Madison Office

Phone: 608.210.1021

 

1502 W Broadway Suite 301
Madison, WI 53713

Waunakee Office

Phone: 608.850.3400

 

109 South St
Waunakee, WI 53597

West Madison Office

Phone: 608.231.9000

 

6502 Grand Teton Plaza Suite 103
Madison, WI 53719

We also work with many clients from out of state and local communities such as Cottage Grove, Fitchburg, McFarland, Middleton, Oregon, Stoughton, Sun Prairie and Verona.