A complete list of active advisors currently associated with William Madison Advisors, Inc.

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

William Madison Advisors is a fee-only registered investment adviser that provides discretionary investment management, investment consultation, and personal financial planning to individuals (including high-net-worth clients), pension and profit‑sharing plans, trusts, foundations, charitable organizations, and corporate entities. As of December 31, 2025 the firm reported discretionary management of approximately $498 million in client assets across about 494 client relationships. The firm structures portfolios around a written Investment Policy Statement tailored to each client’s goals, risk tolerance, and time horizon, emphasizing long‑term asset allocation among equities, fixed income, and sub‑asset classes and using mutual funds, ETFs, individual securities and occasional structured products. Portfolio oversight is discretionary and monitored at least quarterly; the firm uses third‑party research, an internal investment committee and direct contact with outside managers as part of its due‑diligence and monitoring process. Notable characteristics compared with many peers include a small advisory team (three registered advisers) responsible for a substantial asset base and client roster, resulting in a relatively large asset and client load per adviser for a firm of this size. The firm is affiliated with a co‑located public accounting practice (Carter & Beard, P.C.), and several advisors hold CPA and CFP credentials, allowing coordinated tax and planning discussions under separate engagements and the ability to manage certain held‑away retirement accounts via a third‑party platform.

To learn more about the advisors currently working at William Madison 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.