What do you want your money to do for you?

Find More Possibilities

Money gives you comfort and security. Most of all, it gives you options. Madson Wealth Advisors can help you set objective-based goals so you can find investments and cash flow strategies to leverage your money into a future full of possibilities.

Gain Valuable Insights

Whether you’re leading a household or leading a business, the decisions you make with your money today can greatly impact tomorrow. We’ll take the time to get to know you and understand your needs, offering a personalized approach with a strong emphasis on educating you on all your options.

Our Approach

Plan with Purpose

Pre-Retirees & Retirees

By managing cash flow before and after your retirement, you can spend time doing the things you enjoy and worry less about your finances.

Inherited Money, Sold Property,
or Sold Business

Cash flow and risk management is the key to preserving sudden wealth. We’ll help you find ways to structure your finances so you can protect your money and your legacy.

Learn more

Know Your Options

As a Chartered Financial Analyst (CFA®), Maxwell Madson offers you a deep understanding of economics, investing strategies, financial analysis, and the ethics surrounding investing, to help you make better decisions with your money.

Comprehensive Wealth Management

Investment & Cash Flow Management

Retirement Planning & Analysis

Wealth Transfer & Legacy Planning

Estate Planning

Asset Management

Tax Planning

Our Services

Prioritize Your Needs

As a family-run office, we keep a smaller client base to offer more personalized service and build long-lasting relationships. We offer valuable insights from the lessons we’ve learned in our 50+ combined years of serving clients.

Our Team

Make Smart Moves

Let Madson Wealth Advisors give you the service and support you need so that you can get the most out of your money. Click below to schedule a free introductory call.

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