A complete list of active advisors currently associated with Madson Wealth Advisors Inc.

Warmer can help you find a great advisor at Madson Wealth Advisors Inc. or one who fits your needs even better.

Madson Wealth Advisors describes advisory services for individuals and high‑net‑worth clients as well as institutional entities such as trusts, pension and profit‑sharing plans, and business clients, offering asset management, comprehensive portfolio management, and standalone financial planning and consulting. The brochure notes the firm is newly registered and currently reports no regulatory assets under management. The firm combines fundamental and technical (charting and cyclical) analysis and uses a broad toolkit — from ETFs and municipal bonds to options, short sales, alternative investments, and active trading — with portfolios tailored, monitored, and rebalanced to client objectives and risk tolerances. The brochure emphasizes a fiduciary approach that prioritizes knowing the client, ongoing communication, and individualized investment plans. Notable distinctions include fee flexibility: alongside the common percentage‑of‑AUM model the firm also offers hourly and flat‑fee planning engagements and retainer arrangements, an arrangement that is uncommon among peer investment managers. The brochure further discloses that representatives are licensed to sell insurance (creating potential conflicts of interest) and that the firm has received transition assistance from its recommended custodian, while offering relatively complex trading strategies despite being a small, newly registered two‑advisor firm with no reported AUM.

To learn more about the advisors currently working at Madson Wealth Advisors 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.