Madison Partners

Madison Wealth Partners, Inc., operating as Madison Partners, is a registered investment advisor with the U.S. Securities and Exchange Commission (SEC). Established in January 2020, the firm is owned and operated by Shane D. Kieler and Mark P. McFarland. Madison Partners offers wealth management services to individuals, high net worth individuals, trusts, estates, charitable organizations, businesses, and retirement plans, acting as a fiduciary to clients. The firm provides customized wealth management solutions through discretionary investment management and financial planning services, utilizing various investment options such as ETFs, mutual funds, individual stocks, and bonds. The investment approach is primarily long-term focused, with the ability to buy, sell, or reallocate positions as needed. Clients have the opportunity to place restrictions on their investments, and the firm does not accept or maintain custody of client funds or securities. The minimum relationship size is not imposed, and the firm manages over $1 billion in client assets. Fees for wealth management services are based on a tiered fee schedule, up to 1.25% annually, and are billed monthly based on the average daily market value of assets under management. The firm does not charge performance-based fees and does not receive compensation for securities transactions. Madison Partners has a Code of Ethics in place and does not participate in soft dollar programs. Clients receive quarterly brokerage statements and have the option to view account activity online. The firm does not accept proxy-voting responsibility for clients. Madison Partners does not disclose personal information for marketing purposes and maintains strict privacy policies to protect client data. Clients can request a copy of the Privacy Policy annually. For more information, clients can contact Madison Partners at (608) 210-1021.