A complete list of active advisors currently associated with Madison Money Management, Inc.

Warmer can help you find a great advisor at Madison Money Management, Inc. or one who fits your needs even better.

The firm provides discretionary portfolio management to individual investors and irrevocable family trusts across taxable and retirement accounts, managing roughly $10 million for four clients. Prospective clients complete a detailed questionnaire and the firm builds portfolios tailored to each client’s financial position, goals, and risk tolerance; fees are asset-based and billed quarterly. Investment selection uses a dual-analysis approach—both fundamental and technical research—in a bottoms-up process that emphasizes minimal trading and a defined sell discipline, with tactical cash placements (CDs, T‑bills, short-term bond funds) when appropriate. The firm’s research draws on public filings, third-party brokerage research and the principal’s more than 40 years of public accounting experience, including an inactive CPA background. Noteworthy aspects relative to peers include an unusually small client roster given the assets under management and the use of an external recordkeeping firm that reconciles monthly account positions. The firm maintains custody with a single discount broker, aggregates trades into block orders for equitable execution, does not participate in soft-dollar arrangements, and does not charge performance-based fees.

To learn more about the advisors currently working at Madison Money Management, 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.