What We Do

We foster the independence you seek in your financial practice by providing a vast range of investment options and flexible affiliation models tailored to the needs of your practice.

Let us put our independence to work for the sake of your independence.

When you partner with us, you get:

Access to a vast selection of investment products and services

Match your clients with the right investment products and services to meet their financial goals. Our selection includes:

  • Mutual funds, UITs and 529 Plans
  • Variable life and annuities
  • Stocks and bonds
  • Multiple fee-based platforms
  • Index-linked CDs and Notes
  • Public and private REITs, traded and non-traded
  • 1031 exchange-eligible investments
  • Oil and gas drilling or royalty programs
  • Private placements and LPs
  • And more!

Creative Solutions That Fit Your Business Model

We believe you know your business best – which is why we don’t micromanage your process. Instead, we take our cues from you while partnering with world-class field marketing organizations to find fresh approaches that fit your business model.

You can also count on us to be open to new ideas in the financial services space and help you choose the right ideas to move your business forward.

Fee-Based Flexibility

Our four fee-based channels give advisors and corporate RIAs a high level of flexibility:

Our wrap programs offer a simplified fee-based approach in which your clients pay a set quarterly fee. Madison’s “Standard Wrap Program” gives your clients access with an account minimum of just $15,000. Assets in these programs can be managed on a discretionary or non-discretionary basis.

Our non-wrap program allows your clients to pay a lower quarterly fee, plus transaction charges on any purchase, sale or exchange orders within the account.

Through our vast array of third-party managed programs, your clients gain access to world-class money managers while you focus on growing your business. Such programs include managers like SEI and AssetMark, as well as turnkey asset management programs like Envestnet and AE Wealth Management.

Our advisors offer financial planning and consulting services under a fixed fee or hourly arrangement, depending on which suits the client’s needs.

Let's Talk!

Learn how to get the service and support you need to take your practice to the next level. Schedule a phone call with us today!


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