Madison Wealth Management

Madison Wealth Management

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We work closely and confidentially with individuals, multi-generational families, business owners and charitable foundations as an independent, fee only advisor and Fiduciary. With offices in Cincinnati and the Washington, DC area, Madison is an employee-owned firm with a skilled team of certified, dedicated advisors. We deliver objective, carefully considered advice to help successful people make

05/26/2023

📢 Madison has good news to share! 📢

Madison Wealth Management has been named on USA Today’s list of Best Financial Advisory Firms 2023.

It is estimated that at the end of 2021, there were more than 32,000 RIA firms in the United States. We are proud to stand apart.



Disclosure: The awards mentioned above should not be construed as a guarantee that a client or prospective client will experience a certain level of results if Madison is engaged, or continues to be engaged; nor should they be construed as a current or past endorsement of Madison or any of its representatives by any of its clients. Investment performance is not a criterion for any of the above listed awards. Neither Madison nor any of its employees pay a fee in exchange for inclusion of the awards. For more information on these awards and their methodology, please visit our website at https://www.madisonadvisors.com/important-disclosure-information/

USA Today – Best Financial Advisory Firms 2023: For the first time, USA TODAY and Statista are awarding the “Best Financial Advisory Firms” in the US. The ranking of the best registered investment advisory firms (“RIA Firms”) is based on two dimensions: recommendations by clients and peers and a firm’s growth of Assets under Management (AUM). The recommendations were collected via an independent survey sent to over 20,000 individuals. While clients were able to evaluate and recommend their RIA firm, financial advisors working for an RIA firm were asked to consider a scenario where their own firm could not take on a client and had to recommend another RIA firm they appreciate. The development of AUM was analyzed both, short and long term based on publicly available data. For the short term view , the growth of AUM over a twelve months period was calculated, from January 2022 to January 2023. For the long term view , the growth of AUM over a five year period was calculated, from 2018 2023. In the consideration for the top 500 RIA firms, recommendations had a weight of 20% while development of AUM had a weight of 80% (short term and long term growth were equally weighted) to derive the final score.

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Address


7755 Montgomery Road, Suite 350
Cincinnati, OH
45236

Opening Hours

Monday 8am - 5pm
Tuesday 8am - 5pm
Wednesday 8am - 5pm
Thursday 8am - 5pm
Friday 8am - 5pm