Broker Check

Forbes Best-in-State Wealth Advisor 2024

April 25, 2024

As recently announced, we are excited to share that Craig has been recognized by Forbes as one of the Best-in-State Wealth Advisors for 2024!!  We sincerely appreciate this recognition and feel it is a reflection of our love for what we do, and the thoughtful guidance we provide in the planning process. We also know it wouldn’t be possible without the confidence you’ve placed in the entire team at Madison Financial Planning.

Our team has more than 75 years of combined experience in the financial services industry. We focus our services on Financial Planning, Investment Management and Risk Management.  We believe that by addressing all three areas with you, we are better able to define your investment objectives, implement a personalized plan to address those objectives, and help preserve accumulated assets during retirement years. 

It continues to be our privilege to work together in your financial planning journey. Please feel free to reach out to discuss opportunities or changes to your financial plans. If you have family or friends that are seeking financial guidance, it would be our pleasure to help them on their path as well. We hope to speak with you soon.

Your team @ Madison Financial Planning
Craig, Kim, Terri

LPL Financial, Forbes and SHOOK Research are separate entities.

The Forbes Best-In-State Wealth Advisor ranking, developed by SHOOK Research, is based on in-person and telephone due diligence meetings and a ranking algorithm that includes: client retention, industry experience, review of compliance records, firm nominations; and quantitative criteria, including: assets under management and revenue generated for their firms. Portfolio performance is not a criterion due to varying client objectives and lack of audited data. Neither Forbes nor SHOOK Research receives a fee in exchange for rankings.