Built on a Foundation of Trust and Security.
At Madison Partners, we prioritize the security and stability of your financial future by partnering with two of the industry’s most established custodians: Charles Schwab and Fidelity Investments (NFS).
Your assets are held in a secure infrastructure built for advanced trade execution and rigorous account protection. We’ve chosen to partner with these world-class institutions so that you benefit from decades of proven oversight, cutting-edge technology, and robust protection systems.
This foundation, combined with our role as an independent fiduciary, ensures every decision we make is aligned strictly with your goals.
The Security of a Global Leader
We have entrusted client custody to two of the most respected names in the industry.
Proven Reliability
Decades of institutional reputation and oversight that you can rely on.
Cutting-Edge Technology
Seamless digital access and top-tier recordkeeping for your accounts.
Scaling Power
Robust protection systems that offer you absolute peace of mind.
The Benefit of a Fiduciary Partner
These custodians provide the foundation, and Madison Partners builds upon it — delivering the personalized strategy and hands-on guidance your wealth deserves.
Tailored Guidance
We combine national-firm security with the high-touch attention of our fiduciary team.
Independent Advocacy
As an independent RIA, we work for you—not the custodian. Every decision is aligned strictly with your goals.
Virtual-First Flexibility
Expert, team-based planning that fits your schedule, regardless of where you are located.
Our role is to offer the proactive advice and investment discipline necessary to turn complex financial needs into a clear, custom-built plan.
Madison Partners does not take physical custody of client assets. Client accounts are typically held at established independent custodians such as Charles Schwab and Fidelity/National Financial Services. Madison Partners provides investment advice and management authorization, while the custodian provides account statements, trade confirmations, tax forms, and online account access.
