General Info

Madison Group is one of the largest independent financial firms in the United States dedicated to comprehensive wealth preservation. We specialize in providing affluent families, family offices, business owners, and key executives with exceptional, tax-efficient wealth transfer and business continuity strategies. Each person looks at the world through a unique set of eyes -- each has life experiences that form the fabric of their vision and values. Our entire business model was designed with this philosophy in mind. We create processes to facilitate a family's personal plan, honoring their unique legacy. As seasoned financial professionals specializing in the unique needs of the affluent, we have the experience, knowledge and analytical proficiency to help your client families attain ultimate results with unprecedented efficiency.