Madison Wealth Management

12/22/2023

On behalf of the Madison team, we extend our best wishes to you and your family for a happy and joy-filled holiday season!

12/21/2023

This month, the Madison team in celebrated the season of giving by adopting a local family through St. Vincent de Paul - Cincinnati again. Each year, hundreds of families in need rely on St. Vincent de Paul to make the holiday special. Madison was grateful to contribute this year by shopping for, wrapping, and delivering gifts for a local family.

Read our story by following the link in comments.

09/28/2023

We have good news to share! Madison has been ranked #25 in CNBC’s 2023 Financial Advisor Top 100 List of registered investment advisors in the United States. Read more about our achievement.

Madison recognized by CNBC as #25 in Top 100 List of RIAs

09/11/2023

Today marks the anniversary of September 11th. For many of us, it's hard not to recall where we were and what we were doing when we heard the news. It's also hard not to feel the same shock, sadness, and anger we felt that sunny September morning in 2001.

Yet still, with the intervening years, we have found reason to associate other emotions as well with that day including gratitude, pride, and hope.

Today Madison pays tribute to the victims and honors the brave heroes who acted quickly through rescue and recovery efforts on 9/11, and those who have sacrificed since then. We honor them by being grateful for what we have, staying hopeful, and always striving towards a better future.

06/28/2023

Would you rather pay taxes now or later? Your answer may change after reading our latest Insights.

The reality is the IRS is going to take its cut of your income, but in some cases, you can decide whether to pay now or later. We can’t predict the future- tax laws, investment returns, life events, etc. We can, however, take control and make an informed plan for our futures. In some cases, this may mean paying taxes now rather than deferring.

Click on the link in the comments to learn more.

06/09/2023

We recently enjoyed connecting with Country Zest and Style and sharing a little about our incredible team at Madison, why community involvement (Inova Loudoun Hospital, Morven Park, and Community Foundation for Loudoun and Northern Fauquier Counties, to name a few) is important to us, and why we love the charm and convenience of Historic Downtown Leesburg where we recently relocated to accommodate growth and better serve our clients.

Here is a link to the article if you want to read more:
https://issuu.com/uncoveringthevalley/docs/cz_layout_summer2023issuu/s/25822065

05/26/2023

📢 Madison has good news to share! 📢

Madison Wealth Management has been named on USA Today’s list of Best Financial Advisory Firms 2023.

It is estimated that at the end of 2021, there were more than 32,000 RIA firms in the United States. We are proud to stand apart.



Disclosure: The awards mentioned above should not be construed as a guarantee that a client or prospective client will experience a certain level of results if Madison is engaged, or continues to be engaged; nor should they be construed as a current or past endorsement of Madison or any of its representatives by any of its clients. Investment performance is not a criterion for any of the above listed awards. Neither Madison nor any of its employees pay a fee in exchange for inclusion of the awards. For more information on these awards and their methodology, please visit our website at https://www.madisonadvisors.com/important-disclosure-information/

USA Today – Best Financial Advisory Firms 2023: For the first time, USA TODAY and Statista are awarding the “Best Financial Advisory Firms” in the US. The ranking of the best registered investment advisory firms (“RIA Firms”) is based on two dimensions: recommendations by clients and peers and a firm’s growth of Assets under Management (AUM). The recommendations were collected via an independent survey sent to over 20,000 individuals. While clients were able to evaluate and recommend their RIA firm, financial advisors working for an RIA firm were asked to consider a scenario where their own firm could not take on a client and had to recommend another RIA firm they appreciate. The development of AUM was analyzed both, short and long term based on publicly available data. For the short term view , the growth of AUM over a twelve months period was calculated, from January 2022 to January 2023. For the long term view , the growth of AUM over a five year period was calculated, from 2018 2023. In the consideration for the top 500 RIA firms, recommendations had a weight of 20% while development of AUM had a weight of 80% (short term and long term growth were equally weighted) to derive the final score.

05/24/2023

📢 Please join us in welcoming Caitlin Serotkin to our growing team at Madison as a Client Services Specialist! She is dedicated to providing exceptional service to all Madison clients. Before joining Madison, Caitlin worked in varied client, business, communications, and administrative-focused roles.

👉🏼 At Madison, we are committed to investing in talented, experienced professionals that benefit our clients and our business.

05/05/2023

📢 Please join us in welcoming Trenicka Williams to our growing team at Madison as a Client Services Specialist! She has over 20 years of comprehensive experience in the financial services arena.

👉🏼 At Madison, we are committed to investing in talented, experienced professionals that benefit our clients and our business.

04/29/2023

The Madison team continues to be an active participant and proud supporter of the Loudoun Impact Fund (LIF).
* LIF is a giving circle comprised of philanthropically-minded people and businesses focused on supporting Loudoun County, Virginia nonprofits through grant-giving.
* LIF provides an ideal way for members to give in a targeted and well-informed fashion with tools to measure the impact of their efforts.
* Madison first joined LIF in 2014 to further our philanthropic commitment to the communities in which we work and live.

Through the group’s collective efforts of approximately 50 community leaders and businesses, LIF granted $112,000 to 14 nonprofit organizations!:

- A Farm Less Ordinary to support packaging, food safety training, and management of adults with intellectual and developmental disabilities in finished goods and employment training program
- All Ages Read Together (AART) to support free, quality preschool and in-class community experiences for preschool-aged children residing in Loudoun County
- A Place To Beto support therapeutic social groups for youth and young adults with disabilities
- Crossroads Jobs to support job search training, job placement and post-placement support services for low-income Loudoun County residents
- Dulles South Food Pantry to support infants and seniors in Loudoun County who are facing food insecurity and other needs
- LAWS Domestic Violence & Sexual Assault Services to support trauma therapy and advocacy services for child victims of domestic violence and sexual assault in Loudoun County
- Friends of Loudoun Mental Health to support homelessness prevention program providing housing subsidies to Loudoun County residents in mental health treatment
- Legacy Farms Virginia to support workforce training for neurodivergent individuals with disabilities 16 and older in Loudoun County
- Loudoun Cares to support emergency financial assistance and referral program for low-income families with children and seniors facing instability
- Loudoun Hunger Relief to support emergency grocery program for low-income senior adults in Loudoun County
- Loudoun Education Foundation to support in-school food pantries for low-income students in need in Loudoun County
- Loudoun Volunteer Caregivers to support services for aging in place, including assisted transportation and supportive services
- The Arc of Loudoun to support people with disabilities and their families in Loudoun County who need emergency financial relief
- The Ryan Bartel Foundation to support for FORTitude series of youth su***de prevention programs for teens and parents