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William Madison Advisors Employee Directory

Financial ServicesTexas, United States11-50 Employees

William Madison Advisors is a fee-only financial services firm that provides personal financial planning and investment management. Based in Abilene, Texas, it serves a broad national client base, including several international clients. Its roots trace back to accounting, financial planning, and investment advisory services offered since 1983, and the firm was founded in 1997. Its planning offerings include estate planning, retirement preparation, tax planning, risk management, and cash management, with investment management delivered as an extension of planning to meet client objectives. It does not sell securities or financial products and does not receive referral fees or other third-party compensation, underscoring its independence. The firm is co-located with Carter & Beard, P.C., a public accounting firm that provides tax and accounting services to many of its clients.

Find William Madison Advisors employees' phone numbers or email addresses

William Madison Advisors Global Highlights

Location
Employees

North America
12

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  • United States Of America
    12

William Madison Advisors's Leadership

  • Senior Associate Tax & Accounting Services at William Madison Advisors
    R. E.
    Senior Associate Tax & Accounting Services
    Mobile Phone
  • Accounting Associate at William Madison Advisors
    K. E.
    Accounting Associate
    Mobile Phone

William Madison Advisors Employee Metrics

100%
50%
0%
2026
2025
  • Banking
  • Other
  • Business

Contact profiles from William Madison Advisors

Name
Title
Contact
Location
Last Update
  • Senior Associate Tax & Accounting Services at William Madison Advisors
    R. E.
    Senior Associate Tax & Accounting Services
    Mobile Phone
    Oct 23, 2024
  • Accounting Associate at William Madison Advisors
    K. E.
    Accounting Associate
    Mobile Phone
    Oct 18, 2024

Frequently Asked Questions

What is William Madison Advisors known for?

Minus sign iconPlus sign iconWilliam Madison Advisors was founded in 1997 and operates in the Financial Services industry. You can contact William Madison Advisors's main corporate office by phone at
+1-325-673-****
. Explore William Madison Advisors's company overview page for more information.

What is William Madison Advisors's most common email format?

Minus sign iconPlus sign iconWilliam Madison Advisors employees' email format typically follows the pattern of FLast@carterasset.com. Trying to find reliable and up-to-date employee contact data? Find more William Madison Advisors email formats with LeadIQ.

How many employees does William Madison Advisors have currently?

Minus sign iconPlus sign iconWilliam Madison Advisors has approximately 11 employees as of September 2026. These team members are located across 1 continents, including North America.

Who are William Madison Advisors's key employees and leadership?

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As of September 2026, William Madison Advisors's key employees include:

  • Senior Associate Tax & Accounting Services: R. E.
  • Accounting Associate: K. E.

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