Our Alliances

Douglas F. Clark, CPA, PC

Douglas F. Clark is an affiliate of Madison Wealth Advisors, LLC offering tax and consulting services.


Dimensional Fund Advisors (DFA)
DFA implements our recommended passive investment approach via funds designed to capture market "dimensions" in a low-cost, tax-efficient manner.

 

BAM Advisor Services (BAM)
BAM Advisor Services helps independent Registered Investment Advisor firms who share a common approach to the highest standard of client service in starting, building and managing their organizations.

 

Fidelity Investments
Fidelity Investments is custodian to accounts we manage on your behalf. While you grant us Limited Power of Attorney (LPOA) to execute transactions on your behalf, accounts are held in your name.

 

Charles Schwab

Charles Schwab is a leading provider of investment services including online investing, financial advice and banking solutions.

 


By clicking on any of the links above you acknowledge that the links provided are solely for your convenience, and do not necessarily imply an affiliations, sponsorships or endorsements. We make no representations whatsoever regarding such third party Web sites. You should review the privacy policies of other Web sites carefully before providing any information to such sites. We are not responsible for the content or availability of third party Web sites, and shall not be responsible or liable for any information, opinions, advice, products or services available on or through such third party Web sites.

 
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