Our Story

The value of an
engaged listener.

Strategy & Vision

The Madison Group is one of the largest independent financial firms in the U.S. dedicated to comprehensive wealth preservation since 1968. We specialize in providing affluent families, business owners and executives with unique, tax-efficient wealth transfer and business continuity strategies. We value solutions that have simplicity at their heart and are manageable across generations.

What are your future hopes & dreams?

We practice engaged listening, which helps make planning both intriguing and inspiring. We are committed to our clients’ best interests, guarding against cost increases and regulatory changes, while quickly responding to product or plan impact changes and opportunities.

What are your future hopes & dreams?

We practice engaged listening, which helps make planning both intriguing and inspiring. We are committed to our clients’ best interests, guarding against cost increases and regulatory changes, while quickly responding to product or plan impact changes and opportunities.

Does your plan reflect your values & uniqueness?

​ Much of wealth planning looks at wealth itself, separate from the people. But a fascinating thing happens when your advisors grasp the greater intent for your wealth. The plan becomes your plan — no longer an external set of recommendations.

Does your plan reflect your values & uniqueness?

​ Much of wealth planning looks at wealth itself, separate from the people. But a fascinating thing happens when your advisors grasp the greater intent for your wealth. The plan becomes your plan — no longer an external set of recommendations.

​How will you transfer wealth?

​We are experienced with the intricacies that come with complex family structures and wealth planning. We have the knowledge and analytical proficiency to develop personalized plans that yield optimum benefits — immediately and well into the future.

The Madison Group has a great team. We are strong, dependable and focused, and truly care about each other and our clients. It’s a rewarding place to work knowing that everyone strives for the same result.