Get In Touch
Whether you have questions about our services, want to schedule a consultation, or are interested in career opportunities, we’re here to help.
Call one of our offices below, or schedule a meeting with us at your convenience.
Meeting Locations
Houston, TX
Denver, CO
Scottsdale, AZ
Phoenix, AZ
Tampa, FL
Orlando, FL
Seattle, WA
Madison, WI
Waunakee, WI
Brodhead, WI
Manitowoc, WI
Wausau, WI
Pewaukee, WI
Sturgeon Bay, WI
Milwaukee, WI
Frequently Asked Questions
Do you only work with clients near Madison, Wisconsin?
No—we work with clients nationwide through our virtual planning approach. Our CFP® professionals can provide comprehensive financial guidance regardless of your location.
How does virtual financial planning work?
Our virtual meetings work similarly to in-person meetings, but without the commute. Using secure video conferencing, we can share screens to review your financial plan, discuss strategies, and answer your questions—all from the comfort of your home or office.
Do I need to be tech-savvy to work with Madison Partners?
Not at all. Our virtual meeting platform is user-friendly, typically requiring just one click to join. Our team is also happy to provide a quick orientation to help you get comfortable with the technology before your first official meeting.
Will I always work with the same advisor?
Yes. You’ll have a dedicated advisor managing your relationship, but one advantage of our firm is that you also benefit from our entire team’s collective knowledge and experience.
How often will we meet to review my financial plan?
Most clients meet with us 1-2 times annually for comprehensive reviews, with additional meetings as needed during significant life transitions or market events. Our virtual approach makes scheduling these reviews convenient and efficient.