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What does Madison Partners do?
Madison Partners is a fee-only fiduciary wealth management firm serving pre-retirees and retirees nationwide, offering holistic retirement planning that coordinates investment management, tax strategy, Social Security timing, healthcare costs, and estate planning. The firm operates with advisors across the country and offers flexible virtual consultations, with no commissions or product sales involved.
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Madison Partners is a fee-only fiduciary wealth management firm serving pre-retirees and retirees nationwide. As fiduciaries, we are legally bound to act in your best interest, always, with no commissions, no hidden incentives, no product sales.
We take a holistic approach to retirement planning, coordinating investment management, tax strategy, Social Security timing, healthcare costs and estate planning into one clear plan built around your unique goals, not managed in separate pieces.
With advisors across the country and flexible virtual consultations, getting the guidance you need is easier than ever. Schedule a free consultation today and see what a fiduciary first, holistic plan can do for your long-term financial future.
- Website
- themadisonpartners.com
- Phone
- +1 608-690-5195
- Address
- 1133 Quail Court, suite 115, Pewaukee, Wisconsin, 53072
- Business hours
- Mon-Fri: 08:00 - 16:30, Sat-Sun: Closed
- Founded
- 2020
- Categories
- Financial services