Madison Wealth Management Employee Directory

Q: How many employees does Madison Wealth Management have currently?

Madison Wealth Management has approximately 11 employees.

Investment ManagementOhio, United States11-50 Employees

Madison Wealth Management is a trusted, independent financial planning and investment management firm founded in 2000. 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 Washington, DC we manage portfolios ranging from $1 million to $25 million on behalf of our clients. Madison is an employee-owned firm with a highly skilled team of certified, dedicated advisors whose interests are aligned with those we serve. We deliver objective, high-quality advice to help successful people make smart decisions with their money. Specialties • Customized Financial Planning • Investment and Portfolio Management • Retirement Planning • Stock Option Planning • Trust and Estate Advisement • Equity and Fixed Income Research Madison is "Your Trust, Invested Wisely.”

Find Madison Wealth Management employees' phone numbers or email addresses

Madison Wealth Management Global Highlights

North America
25

United States Of America
25

Madison Wealth Management's Leadership

J. R. M.
President
Mobile Phone
Email
F. B.
Chairman
Mobile Phone
Email
E. K.
Principal And Portfolio Manager
Mobile Phone
Email
H. P.
Principal
Mobile Phone
Email
A. C.
Client Services Specialist
Mobile Phone
Email
K. W.
Compliance Officer
Mobile Phone
Email
L. Q.
Associate
Mobile Phone
Email
M. B.
Finance Analyst
Mobile Phone
Email

Contact profiles from Madison Wealth Management

Name

Title

Contact Info

Location

Last Update

R. C.
Financial Advisor
Mobile Phone
Email
UNITED STATES
Mar 07, 2023
C. M. H.
Mobile Phone
Email
UNITED STATES
Mar 07, 2023
G. H.
Mobile Phone
Email
UNITED STATES
Mar 07, 2023
P. C.
Mobile Phone
Email
UNITED STATES
Mar 07, 2023
S. S.
A And P Specialist And Director Of Teammate Travel
Mobile Phone
Email
UNITED STATES
Mar 07, 2023

Frequently Asked Questions

What is Madison Wealth Management known for?

Madison Wealth Management operates in the Investment Management industry. Explore Madison Wealth Management's company overview page for more information.

What is Madison Wealth Management's most common email format?

Madison Wealth Management employees' email format typically follows the pattern of . Trying to find reliable and up-to-date employee contact data? Find more Madison Wealth Management email formats with LeadIQ.

How many employees does Madison Wealth Management have currently?

Madison Wealth Management has approximately 11 employees as of December 2025. These team members are located across 1 continents, including North America.

Who are Madison Wealth Management's key employees and leadership?

As of December 2025, Madison Wealth Management's key employees include:

President: J. R. M.
Chairman: F. B.
Principal And Portfolio Manager: E. K.
Principal: H. P.
Client Services Specialist: A. C.

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