Madison Wealth Advisors has multiple, long-term strategic alliances to support.
Buckingham Strategic Partners
Madison Wealth Advisors is a member of Buckingham Strategic Partners. Buckingham Strategic Partners is a community of independent wealth management firms located throughout the United States — united in belief and in practice that there is a better, more effective, and more resilient way for investors and their families to safeguard their financial futures and realize their dreams:
- We believe in delivering unbiased, transparent, evidence-based advice.
- We believe every investor is unique — requiring custom, comprehensive wealth management solutions.
- We believe that doing what’s best and doing what’s right should be one and the same.
Our principles and approach stand in sharp contrast to many in the financial services industry who prefer to play a rigged Wall Street game, often putting their own interests ahead of their clients’. That is not how it works with Buckingham Strategic Partners. We believe that by putting our clients’ interests first, we achieve more together.
We are members of Buckingham Strategic Partners and together we represent more than $32 billion in assets, and over time we have created deep-rooted relationships with many of the world’s top custodians. These companies include:
- Charles Schwab Advisor Services
- Fidelity Institutional Wealth Services
- TD Ameritrade Institutional
- Orion Advisor Technology
Dimensional Fund Advisors (DFA)
The mission of Dimensional Fund Advisors is to deliver the performance of capital markets and increase returns through state-of-the-art portfolio design and trading in a low-cost, tax-efficient manner. Its investing model is guided by decades of research and based on what the science of capital markets demonstrates to be the most effective way to invest.
Bridgeway’s philosophy is simple: put investors first – and improve the world while doing it. Their investment process is statistically driven and evidence-based, built around the fiduciary promise to act in clients’ best interest. That means keeping investment costs low while providing expertly designed investments options to clients. Of course, it goes deeper than that: Bridgeway also donates 50% of its profits to nonprofit organizations every year.
Founded in 1998, AQR Funds manages assets for the largest institutional investors in the US, Europe and Australia. AQR is the leading provider of alternative investments and broad spectrum, long-only funds. Their investment philosophy centers on a systematic process to control costs and manage risk, all grounded in solid economic principles.
Ascendant Compliance Management
Ascendant partners with Madison Wealth Advisors to provide a customized compliance solution exclusively designed and tailored for us. Ascendant’s service offerings deliver solutions that allow firms to leverage their valuable time to build their advisory practices faster and more efficiently in an ever-changing regulatory environment.
First Element Insurance Planners (FEIP)
FEIP partners with Madison Wealth Advisors to provide consistent, objective risk management expertise that allows firms in the BAM ALLIANCE to deliver guidance on their clients’ risk management and insurance needs.
American Institute of CPAs (AICPA)
Founded in 1887, the AICPA is one of the largest national professional associations in the United States with more than 394,000 members in 128 countries. It sets ethical standards for accountants, and provides its members with the resources, information and leaderships that enable them to provide valuable services to their clients. The AICPA provides Madison Wealth Advisors with an array of educational content through our professional development program. This includes conferences, webinars and teleconferences on advanced planning topics including estate planning, tax strategies and personal financial planning, to name a few.