William Madison Advisors, Inc.

Retirement Plan Advisor

Abilene, TX

About William Madison Advisors, Inc.

William Madison Advisors, Inc. is an SEC-registered investment advisor based in Abilene, Texas, established in 1997. As a fee-only financial planning and investment management firm, William Madison Advisors, Inc. serves a broad national client base, including international clients. They are dedicated to the wise stewardship of their clients' wealth, focusing on helping them achieve their unique and individual financial goals. The firm prides itself on its values of ministry, integrity, excellence, empathy, and simplicity, ensuring client interests are always put first. William Madison Advisors, Inc. offers comprehensive wealth management services, including cash and debt management, investment management, retirement planning, insurance planning, tax planning, and estate planning. They do not sell securities or financial products, nor do they receive referral fees. William Madison Advisors, Inc. is committed to providing expert financial guidance and making complex financial concepts simple for the benefit of their clients in Abilene, TX, and beyond.

Website: https://www.williammadison.com/

Founded: 1997

Employees: 30

Office Locations

  • Abilene, TX (Headquarters)

Accreditations & Certifications

  • RIA

Services Offered

  • Plan Design Consulting
  • Participant Investment Advice
  • Compliance Services

Team Members

  • David Carter, Founder (Retired)
  • Drew Papineau, Client Service Specialist
  • Greg Oglesby, Investment Advisor \| Operations Manager

Other Retirement Plan Advisors in TX