206 Boston Post Road
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.
Founder, Managing Partner
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..
Partner, Certified Financial Planner™
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...
Client Service Manager
Terri serves as a client services manager at Madison Financial Planning. Terri works with new and existing clients to ensure that they receive the outstanding service for which the firm is known. These responsibilities include opening...