William Madison Advisors Employee Directory

Financial ServicesTexas, United States2-10 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.

Find William Madison Advisors employees' phone numbers or email addresses

William Madison Advisors Global Highlights

Location
Employees

North America
10

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  • United States Of America
    10

William Madison Advisors's Leadership

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    R. E.
    Senior Associate Tax & Accounting Services
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  • Stylized image of a person
    G. O.
    Planning Associate
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  • Stylized image of a person
    K. E.
    Accounting Associate
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    G. O.
    Investment Advisor I Operations Manager
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William Madison Advisors Employee Metrics

100%
50%
0%
2026
2025
  • Banking
  • Accounting
  • Administrative
  • Analytics
  • Arts & Design
  • Other
  • Business

Contact profiles from William Madison Advisors

Name
Title
Contact Info
Location
Last Update
  • Stylized image of a person
    R. E.
    Senior Associate Tax & Accounting Services
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    Oct 23, 2024
  • Stylized image of a person
    G. O.
    Planning Associate
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    UNITED STATES
    Jul 16, 2025
  • Stylized image of a person
    K. E.
    Accounting Associate
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    Oct 18, 2024
  • Stylized image of a person
    G. O.
    Investment Advisor I Operations Manager
    Phone icon
    United StatesKansas
    Apr 16, 2026

Frequently Asked Questions

What is William Madison Advisors known for?

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William Madison Advisors was founded in 1997 operates in the Financial Services industry. The company's main headquarters is located in 6452 Central Park Boulevard Abilene, Texas 79606 United States; you can contact the main corporate office by phone at . Explore William Madison Advisors's company overview page for more information.

What is William Madison Advisors's most common email format?

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William Madison Advisors employees' email format typically follows the pattern of . Trying to find reliable and up-to-date employee contact data? Find more William Madison Advisors email formats with LeadIQ.

How many employees does William Madison Advisors have currently?

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William Madison Advisors has approximately 10 employees as of June 2026. These team members are located across 1 continents, including North America.

Who are William Madison Advisors's key employees and leadership?

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As of June 2026, William Madison Advisors's key employees include:

  • Senior Associate Tax & Accounting Services: R. E.
  • Planning Associate: G. O.
  • Accounting Associate: K. E.
  • Investment Advisor I Operations Manager: G. O.

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