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Madison Financial Planning Employee Directory

Financial ServicesConnecticut, United States2-10 Employees

Madison Financial Planning operates in the financial services sector, offering comprehensive financial planning, unbiased asset management, and personalized service to clients. The firm emphasizes independent, experienced guidance designed to help clients pursue their financial goals, combining a thorough planning process with accountability in investments. Based in Madison, Connecticut, the company presents a client-focused model built on long-term relationships and integrity. With a small team, it supports individuals through tailored financial advice and investment oversight, leveraging the capabilities of its custodial partner to provide unbiased product recommendations. The organization positions itself as a knowledgeable partner in navigating the complexities of investing and financial planning, striving to deliver personalized service over the long term.

Find Madison Financial Planning employees' phone numbers or email addresses

Madison Financial Planning Global Highlights

Location
Employees

North America
6

Minus sign iconPlus sign icon
  • United States Of America
    6

Madison Financial Planning's Leadership

  • Stylized image of a person
    M. H.
    Chief Financial Officer
    Phone icon
    Mobile Phone
  • Stylized image of a person
    C. B.
    Lpl Wealth Manager
    Phone icon
    Mobile Phone
  • Stylized image of a person
    C. V.
    Client Services Manager
    Phone icon
    Mobile Phone
  • Stylized image of a person
    K. C.
    Certified Financial Planner™
    Phone icon
    Mobile Phone

Madison Financial Planning Employee Metrics

100%
50%
0%
2026
2025
  • Banking
  • Accounting
  • Administrative
  • Analytics
  • Arts & Design
  • Other

Contact profiles from Madison Financial Planning

Name
Title
Contact Info
Location
Last Update
  • Stylized image of a person
    M. H.
    Chief Financial Officer
    Phone icon
    Mobile Phone
    Oct 22, 2024
  • Stylized image of a person
    C. B.
    Lpl Wealth Manager
    Phone icon
    Mobile Phone
    United StatesConnecticut
    Oct 06, 2025
  • Stylized image of a person
    C. V.
    Client Services Manager
    Phone icon
    Mobile Phone
    Oct 23, 2024
  • Stylized image of a person
    K. C.
    Certified Financial Planner™
    Phone icon
    Mobile Phone
    United StatesConnecticut
    Oct 23, 2025

Frequently Asked Questions

What is Madison Financial Planning known for?

Minus sign iconPlus sign iconMadison Financial Planning was founded in 1997 operates in the Financial Services industry. The company's main headquarters is located in 206 Boston Post Road po Box 391 Madison, Connecticut 06443 United States; you can contact the main corporate office by phone at
+1-203-245-****
. Explore Madison Financial Planning's company overview page for more information.

What is Madison Financial Planning's most common email format?

Minus sign iconPlus sign iconMadison Financial Planning employees' email format typically follows the pattern of . Trying to find reliable and up-to-date employee contact data? Find more Madison Financial Planning email formats with LeadIQ.

How many employees does Madison Financial Planning have currently?

Minus sign iconPlus sign iconMadison Financial Planning has approximately 4 employees as of May 2026. These team members are located across 1 continents, including North America.

Who are Madison Financial Planning's key employees and leadership?

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As of May 2026, Madison Financial Planning's key employees include:

  • Chief Financial Officer: M. H.
  • Lpl Wealth Manager: C. B.
  • Client Services Manager: C. V.
  • Certified Financial Planner™: K. C.

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