Mader & Shannon Wealth Management

Mader & Shannon Wealth Management

Mader & Shannon Wealth Management was established in 1995 in Kansas City, Missouri, by Jack Mader and Tom Shannon. The firm operates as a local, relationship-driven advisory practice, providing investment management and comprehensive financial planning to individuals, high-net-worth families, corporate clients, and pension and profit-sharing plans. The firm's investment approach is rooted in financial planning, emphasizing retirement cash flow analysis, estate planning, and portfolio construction. Mader & Shannon acts as a fiduciary advisor, managing client assets across public equities, fixed income, and diversified portfolio strategies. Its client base includes a mix of private wealth and institutional mandates, such as corporate retirement plans, reflecting a broad advisory capability typical of regional wealth managers. The firm concentrates its advisory footprint in the Kansas City metropolitan area and the broader Midwest. The firm has maintained a deliberately low profile, with no public disclosures of total assets under management, team headcount, or additional office locations. The practice appears structured as a classic two-partner advisory shop, consistent with many regional RIAs that prioritize client longevity over institutional scale. The firm's structure does not publicly include adjacent vehicles, philanthropic foundations, or external co-investment clubs. Mader & Shannon's structural identity is that of a stable, fiduciary-centered Midwestern wealth manager — a posture increasingly rare as the industry consolidates around national aggregators and private-equity-backed RIA platforms. The firm's endurance since 1995 without apparent acquisition or merger activity suggests a succession structure or partnership agreement built around client continuity rather than enterprise value maximization.