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Madison Planning Group
Madison Partners is an SEC-registered investment adviser in Madison, WI, registered since 2020. The firm manages $1.3 billion in regulatory assets, $1.3...
Madison Planning Group
Madison Partners is an SEC-registered investment adviser in Madison, WI, registered since 2020. The firm manages $1.3 billion in regulatory assets, $1.3 billion on a discretionary basis. It has 17 employees and 17 investment advisers.
General information
Firm type
RIA
Year founded
2004
Location
Region
Asia
Country
United States
City
Madison
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.
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