For Households With $500k+ · Fiduciary Wealth Management · Pre-retirees & retiree

— Guidance for Households With $500k+

The kind of coordinated wealth
plan most people think
requires $50 million.

It doesn’t.

One advisor coordinating your CPA, estate attorney, and insurance, proactively, not when something breaks. Watch the video to see how it works.

Fee-based · No commissions · Fiduciary Firm · No pressure, no pitch

$1.7 Billion

Assets Under Management

Fastest Growing RIAs

Designated by Investment News*

One of Americas Top Advisory Firms

Designated by Newsweek*

Fiduciaries

Advisors obligated to act in your best interests

*Madison Partners’ designation as one of Investment News “Fastest-Growing RIAs in the USA” methodologies can be examined on the Investment News award page linked here. Investment News nominated Madison Partners for this recognition on Jan, 22nd 2025. There was no compensation (cash or non-cash) in connection with the nomination. Newsweek’s 2026 ranking based on data from Sept. 2020–Sept. 2025. Created and tabulated by Plant-A Insights Group and published with Newsweek. Madison Partners did not pay for consideration or selection and paid a post-selection licensing fee to use the award logo. The nomination should not be construed by a client or prospective client as a guarantee to experience a certain level of results, a current or past endorsement if Madison Partners is engaged.

Good advisors working separately could quietly cost you a fortune.

Nobody on your financial team is doing a bad job. That’s not the problem.

The problem is that your CPA files your return without knowing what your estate attorney just changed in the trust. Your insurance agent renews a policy nobody has revisited since the kids finished college. And when you start a Roth conversion, no one flags what it will do to your Medicare premiums two years from now.

Each professional sees their own piece clearly. No one sees how the pieces affect each other.

That’s the gap this model was built to close. One advisor sits at the center of your CPA, attorney, and insurance team, and makes sure every retirement decision accounts for the rest. The briefing above walks you through exactly how it works.

— what our advisors connect

The view your current team could be missing.

01

Tax

Tax moves made months before April, so Roth conversions, Medicare surcharges, and account withdrawals don’t cost more than they should.

02

Income

Income built from multiple sources so your retirement never rides on one account, one market, or one assumption going right.

03

Estate

Estate documents, beneficiary names, and trust details reviewed against your accounts and family as they actually stand today.

04

Insurance

Insurance aligned to your retirement income plan, not the mortgage, children, or business risks those policies were originally built around.

05

Investments

Investment decisions made with your full tax, income, estate, and insurance picture in front of us, not just the portfolio.

— Who are we

Madison Partners is a SEC registered fee-only fiduciary firm

That means we earn no commissions and sell no products. The only thing driving our advice is your plan. We coordinate your investments, tax strategy, estate planning, income, and insurance into one strategy so nothing gets decided in a vacuum.

Madison Partners manages over $1.5 billion in client assets and has been recognized by Investment News as one of America’s fastest-growing RIAs. That growth came from families who wanted something more than just someone to choose a portfolio mix and leave it.

That is the model. That is why clients stay with us.

*SEC Registration does not imply a certain level of skill or training.

1No product loyalties

We don’t sell funds, insurance, or annuities. Every recommendation starts with your plan, not a product shelf.

2No exit fees

You stay because the plan is working and the relationship has earned it, not because something in the fine print says you have to.

3Built for families staying, not accounts churning

Our average client relationship is measured in years, not quarters. We grow with your plan because we built it with you.

4You keep your professionals

We don’t replace your CPA, attorney, or insurance agent. We bring them to the same table and keep them there.

5Proactive contact, not quarterly silence

When tax law changes, markets shift, or something in your plan needs attention, we call you. You should never have to wonder what your advisor is doing.

See If This Model Fits Your Household

It takes about 20 seconds to find out. No meeting gets booked until we both confirm it makes sense.

see if i qualify

Madison Partners is an SEC-registered investment adviser. Registration does not imply a certain level of skill or training. This content is educational only and is not personalized investment, tax, or legal advice. All investing involves risk, including loss of principal. Past performance is not indicative of future results. Results may vary. Consult qualified professionals before making financial decisions. Form ADV Part 2A available at adviserinfo.sec.gov.