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Our Team - NOT HOMEPAGE

For over 35 years Madison Financial Planning has specialized in providing comprehensive wealth management services to individuals, families and business owners.  Our team is committed to serving our clients as unique partners, requiring individual solutions and well thought out strategies to empower them to make their own decisions. Above all else, we value the relationships and trust that we build.

How We Work

How We Work

Our reasons for becoming financial professionals are deeply personal. We repeatedly saw many friends and family struggling to find the help they needed to map out their financial future. We are confident that with our understanding of personal finance, coupled with our training as financial professionals, we can help people better prepare for the future. After years in the business, we have developed a reputation for educating individuals in an easy-to-understand manner so they can grasp personal finance and use those concepts to pursue their financial objectives. We feel a commitment to our community.

Our team approach adds perspective to all we do and provides increased benefits to our clients.

Meet Our Team

Craig A. Bernard, CFP®, ChFC, CLU

Founder, Managing Partner

(203) 245-3131

(203) 245-2508

craig@madisonfinancialplanners.com

Craig is the founder and President of Madison Financial Planning. He has 35 years of experience within the financial services field working with both individuals and businesses. He is a graduate of Central Connecticut State University..

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Kim Chorney, CFP®

Partner, Certified Financial Planner™

(203) 245-3131

(203) 245-2508

kim@madisonfinancialplanners.com

Kim is a partner of Madison Financial Planning. She has 24 years of experience within the financial services field working with both individual investors and business owners. She is a graduate of Bucknell University...

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Terri Testa

Client Service Manager

(203) 245-3131

(203) 245-2508

terri@madisonfinancialplanners.com

Terri serves as a client services manager at Madison Financial Planning. Terri works with new and existing clients to help ensure that they receive the outstanding service for which the firm is known. These responsibilities include:

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