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Madison Planning Group
Madison Planning Group is a registered investment advisory firm with offices in White Plains, NY; Fayetteville, NY; and Lake Worth, FL.
Madison Planning Group
Madison Planning Group is a registered investment advisory firm with offices in White Plains, NY; Fayetteville, NY; and Lake Worth, FL. The firm's website does not disclose a founding year, named principals, or any team members. Its outreach encourages clients facing marriage, divorce, inheritance, or career shifts to seek financial guidance. Madison Planning Group provides financial planning, investment management, retirement planning, and risk management. The firm does not disclose any specific portfolio companies, asset-class allocations, or geographic investment footprint beyond its client base in New York and Florida. No direct investment vehicles, fund structures, or co-investment activity is publicly described. The firm's team size and total AUM are not published. No adjacent philanthropic foundations, operating businesses, or professional club memberships are identified. The most recent verifiable operational event is the continuous operation of its three offices as of the firm's website scrape date. Madison Planning Group differentiates itself by emphasizing a non-template, client-specific approach to financial planning rather than offering standardized services. The firm's governance structure and succession plans are not publicly disclosed.
General information
Firm type
RIA
Year founded
—
AUM
Undisclosed
Location
Region
North America
Country
United States
City
White Plains
Corporate office
White Plains, NY, United States
Additional offices
Fayetteville, NY, United States · Lake Worth, FL, United States
Frequently asked questions
What services does Madison Planning Group offer?
The firm lists full-service financial planning, investment management, retirement planning, and risk management. It publicly describes its service model as personalized rather than generic (per the firm's website).
Who runs investment decisions at Madison Planning Group?
Madison Planning Group does not publicly name its investment committee, CIO, or any individual principals. The firm's website and SEC filings may contain this information, but it is not available on the firm's public website.
How does Madison Planning Group source deal flow?
Madison Planning Group operates as a retail financial planning RIA, not as a direct investment firm. It does not describe proprietary deal sourcing or fund-level investing. Client portfolios likely consist of traditional securities managed through third-party custodians.
Is Madison Planning Group structured as a single family office or a wider advisory firm?
Madison Planning Group presents itself as a full-service financial planning firm serving multiple clients — not a family office. The firm's website addresses broadly defined individuals and couples, not a single wealthy family.
What geographic regions does Madison Planning Group serve?
The firm maintains physical offices in White Plains and Fayetteville, New York, and Lake Worth, Florida. Its website suggests it serves clients in New York, Florida, and nationally through remote engagement.
What investment stages or asset classes does Madison Planning Group target?
Madison Planning Group does not disclose specific asset-class targets, allocation models, or investment-stage preferences. The firm describes offering investment management and retirement planning without further detail.
Does Madison Planning Group maintain philanthropic structures?
No philanthropic foundations, donor-advised funds, or charitable vehicles are publicly associated with this firm.
Profile maintained by Altss using OSINT (open-source intelligence), regulatory filings, licensed data partners, and verified direct submissions. Read the methodology. Last updated: . Continuous refresh with full update cycles at least every 30 days.
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