James Phillips's Contact Details

James Phillips's Company Details

Madison Financial Advisors Ltd

Deer Park, OH, US • 20 - 49 Employees
Investment Bank/Securities Brokerage

Madison Wealth Management is a trusted, independent financial planning and investment management firm founded in 2000. We work closely and confidentially with individuals, multi-generational families, business owners and charitable foundations as an independent, fee only advisor and Fiduciary. With offices in Cincinnati and Washington, DC we manage portfolios ranging from $1 million to $25 million on behalf of our clients. Madison is an employee-owned firm with a skilled team of certified, dedicated advisors. We deliver objective, carefully considered advice to help successful people make smart decisions with their money. Specialties • Customized Financial Planning• Investment and Portfolio Management • Retirement Planning• Stock Option Planning • Trust and Estate Advisement • Equity and Fixed Income ResearchMadison is Your Trust, Invested Wisely TM