Madison Partners

Madison Partners provides wealth management and related advisory services to individuals, high‑net‑worth individuals, trusts, estates, charitable organizations, businesses and retirement plans. Services described in the brochure include discretionary portfolio management, financial planning, retirement‑plan advisory and coordination of estate‑planning documents through a third‑party provider (Wealth.com).

The firm describes a customized, primarily long‑term investment approach that typically constructs portfolios using ETFs and mutual funds while also employing individual stocks, bonds, alternative investments and retaining legacy positions for tax or portfolio‑fit reasons; Madison Partners provides ongoing discretionary management and at‑least‑annual reviews. Madison Partners also selects and monitors third‑party sub‑advisers and model strategies for clients and discloses that sub‑adviser strategy fees are billed separately and appear as distinct line items on custodian statements.

The brochure highlights several practices that are less common among multi‑team peers: the firm discloses use of paid endorsers and client testimonials, participation in lead‑generation programs such as SmartAsset, and the use of hypothetical performance in advertising, each of which the firm identifies as creating potential conflicts requiring disclosure. The brochure also discloses an affiliated tax‑preparation business (Stratus Tax) and emphasizes its fiduciary and disclosure policies around sub‑adviser selection and fee transparency.