Madison Financial Advisors Ltd.

Madison Financial Advisors Ltd.

Madison Financial Advisors Ltd.

Overview
Date Founded

2000

Headquarters

7755 Montgomery Road,Suite 350,Cincinnati, OH 45236-4197

Type of Company

Private

Employees (Worldwide)

20

Industries

Investment Services & Portfolio Management

Company Description

Madison Wealth Management operates as a financial planning and investment management firm. It specializes in estate planning, tax consideration, risk management, educational planning, and retirement planning. The company was founded by James R. McDermott in 2000 and is headquartered in Cincinnati, OH.

Contact Data
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In The News
Australian Financial Review
January 31, 2017
IOOF, OneVue circle planning group Madison Financial
Cincinnati Business Courier
January 23, 2015
Tennis put Kuresman in some famous company
Executives & Employees

President & Co-Founder

Chief Investment Officer & Principal

Senior Portfolio Manager & Principal

Principal & Senior Wealth Advisor

Principal & Senior Wealth Advisor

Principal & Senior Wealth Advisor

Associate Portfolio Manager

Senior Wealth Advisor

Senior Wealth Advisor

Wealth Advisor

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Recent Transactions
Details Hidden

Madison Financial Advisors Ltd. purchases Greystone Investment Management LLC

Non-Profit Donations & Grants
$1,500 - $4,999
2019
$1,500 - $4,999
2018
$250 - $499
2018
Investors
Details Hidden

Principal & Senior Wealth Advisor at Madison Financial Advisors Ltd.

Awards & Honors
Rank #23
2015
Financial Advisor Magazine - Top RIA Survey, Asset Category: $300 Million to $500 Million
Rank #287
2014
Financial Advisor Magazine - Top RIA Survey
Rank #24
2014
Financial Advisor Magazine - Top RIA Survey, Asset Category: $300 Million to $500 Million
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