William Madison Advisors Email Format

Financial ServicesTexas, United States11-50 Employees

William Madison Advisors is a fee-only financial services firm that provides personal financial planning and investment management. Based in Abilene, Texas, it serves a broad national client base, including several international clients. Its roots trace back to accounting, financial planning, and investment advisory services offered since 1983, and the firm was founded in 1997. Its planning offerings include estate planning, retirement preparation, tax planning, risk management, and cash management, with investment management delivered as an extension of planning to meet client objectives. It does not sell securities or financial products and does not receive referral fees or other third-party compensation, underscoring its independence. The firm is co-located with Carter & Beard, P.C., a public accounting firm that provides tax and accounting services to many of its clients.

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