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 skilled team of certified, dedicated advisors. We deliver objective, carefully considered 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 TM
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Madison Wealth Management Questions
The Madison Wealth Management annual revenue was $5.1 million in 2026.
James McDermott is the President of Madison Wealth Management.
1 people are employed at Madison Wealth Management.
Madison Wealth Management is based in Cincinnati, Ohio.
The NAICS codes for Madison Wealth Management are [5239, 523, 52, 52393].
The SIC codes for Madison Wealth Management are [62, 628].
Top Madison Wealth Management Employees
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James McDermott
President at Madison Wealth Management
Leesburg, VA, US13
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