William Madison Advisors, Inc.

William Madison Advisors serves individuals (including high net worth clients), trusts, retirement plans, foundations, and other institutions with fee-only investment management, financial planning, and investment consultation. The firm provides discretionary portfolio management, regular performance reporting and client access via custodial account portals, and offers estate-planning coordination and standalone planning or consultation engagements.

The firm frames investment management around a written Investment Policy Statement and an integrated personal financial planning process, emphasizing long-term asset allocation across equities, fixed income, mutual funds, ETFs and certain structured fixed‑income instruments. Investment decisions are supported by third‑party research and an internal investment committee, with periodic portfolio reviews and rebalancing conducted as market conditions or client circumstances warrant.

What distinguishes this firm from many peers is its scale relative to staff: the firm reports roughly $441 million in assets under management and about 484 clients served by two advisors, resulting in an unusually high AUM and client load per advisor. The advisory practice is co‑located with and affiliated to a public accounting firm that provides separate tax and accounting services, the firm manages held‑away defined‑contribution accounts through a third‑party platform, and it may, in limited circumstances, utilize borrowing strategies within separately managed accounts.