Lacey, WA Office

Madison Partners provides wealth management, discretionary portfolio management, and financial planning to a broad client base that includes individual and high‑net‑worth clients, trusts, estates, charitable organizations, businesses, and retirement plans. The firm also offers retirement‑plan advisory services (including ERISA 3(21) and 3(38) arrangements) and manages certain insurance policy sub‑accounts on behalf of financial institutions.

The firm’s investment approach is customized and primarily long‑term focused, building portfolios that typically rely on ETFs and mutual funds while also using individual equities, fixed income, alternatives, and retained legacy positions when appropriate. Madison Partners often implements client strategies through third‑party sub‑advisers and model portfolios, conducting ongoing monitoring and annual reviews as client objectives or circumstances change.

Madison Partners’ disclosures highlight several distinctions: it generally bills on a percentage‑of‑assets basis rather than offering fixed‑fee arrangements, and custodian statements show separate line items for the firm’s advisory fee and any sub‑adviser strategy fee. The firm also coordinates estate‑document services through a third‑party platform (Wealth.com), maintains an affiliated tax‑preparation business (Stratus Tax), and discloses these relationships and potential conflicts of interest in its brochure; it further notes it does not require a minimum account size.