A complete list of active advisors currently associated with Madison Advisory Services, Inc.
Warmer can help you find a great advisor at Madison Advisory Services, Inc. or one who fits your needs even better.
Madison Advisory Services, Inc. advises individual clients (including high‑net‑worth households) and participant‑directed and sponsor retirement plans, offering investment supervisory (asset management), financial planning, and consulting services as well as selection and monitoring of third‑party managed programs. The firm also provides 401(k)/403(b) and other retirement plan services and delivers both wrap and non‑wrap solutions through third‑party platforms. The firm documents client objectives in an Investment Policy Statement and implements strategic and tactical asset‑allocation models using mutual funds, ETFs and model portfolios, including SEI‑managed programs and independent managers. Madison Advisory employs both fundamental and technical analysis, offers discretionary trading authority, permits in‑kind transfers, and notes occasional use of less liquid vehicles such as interval funds when consistent with client suitability. Madison Advisory’s ownership and operating structure is a notable feature: it is held by a family holding company and maintains close affiliations with an affiliated insurance agency and with Cambridge Investment Research through dually registered representatives, and the brochure discloses a 2025 funding arrangement with Cambridge related to moving commission business. Those affiliations, together with the firm’s explicit conflict‑of‑interest disclosures around commissionable products and its routine use of multiple third‑party platforms for plan and managed‑account services, differentiate its operating model from many peers.
To learn more about the advisors currently working at Madison Advisory Services, Inc., click on their names below to view their profiles, or click here to see them all on a map. Or, if you tell us about your needs, Warmer can help you find the best advisor for you.
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