Finding the right investment firm can make a significant impact on your long-term financial success. Whether you’re building a diversified portfolio, planning for retirement, or seeking strategic growth opportunities, working with a trusted investment partner can help you navigate the complexities of today’s markets with confidence.
If you’re in Investment Firm In Madison and looking for professional investment guidance, consider these reputable investment firms known for their personalized strategies, fiduciary responsibility, and strong grasp of the regional economic landscape.
- Central Wealth Management LLC
- Harbour Investments Inc.
- Poehling Capital Management
- Isthmus Partners LLC
- JL3 Financial
- Resonant Capital Advisors
- Endowment Wealth Management
- Thompson Investment Management
- Atlas Wealth Advisers
- Baird Private Wealth Management – Madison
1. Central Wealth Management LLC
Central Wealth Management is a client-focused Registered Investment Advisor (RIA) firm based in Madison, Wisconsin. Established in 2021, the firm emphasizes a fiduciary approach, ensuring that client interests are prioritized over product sales. With over 20 years of experience, founder Eric Heiting leads the team in providing comprehensive financial planning services. The firm’s offerings include retirement planning, tax strategies, estate planning, and investment management, all tailored to individual client needs. Central Wealth Management operates across five states, managing approximately $120.6 million in assets for 187 clients, maintaining a 1:187 advisor-to-client ratio.
2. Harbour Investments Inc.
Harbour Investments, Inc. is a registered investment advisor and independent broker-dealer headquartered in Madison, Wisconsin. Since its inception, the firm has experienced consistent growth, with annual revenues exceeding $100 million. It currently serves over 240 investment advisors across 16 states, offering a range of services including portfolio management, financial planning, and access to advanced technology solutions. Harbour Investments is committed to fostering a unique culture that emphasizes strong relationships, independence, and tailored support for financial professionals.
3. Poehling Capital Management
The page you provided is part of Poehling Capital’s membership portal, specifically designed for clients to access their accounts and manage their investments. It features a secure login interface where users can enter their credentials to view personalized financial information, track portfolio performance, and utilize various tools tailored to their investment strategies. The platform emphasizes user security and privacy, ensuring that sensitive financial data is protected through encrypted connections and robust authentication methods. Overall, this portal serves as a central hub for clients to monitor and manage their investments efficiently.
4. Isthmus Partners LLC
Isthmus Partners LLC is an independent, employee-owned investment management firm based in Madison, Wisconsin. Established in 2014, the firm offers comprehensive financial planning and tailored investment solutions for individuals, families, and institutional clients nationwide. With over $1.1 billion in assets under management, Isthmus Partners is registered with the U.S. Securities and Exchange Commission (SEC) and operates with a fiduciary duty to act in the best interests of its clients.
5. JL3 Financial
Cornerstone Wealth Services is a national network of independent financial advisors committed to delivering personalized, fiduciary-based wealth management solutions. The firm provides its advisors with comprehensive support—including compliance, technology, marketing, and operational resources—enabling them to focus on client relationships and customized financial strategies. By fostering a collaborative environment, Cornerstone empowers advisors to maintain their independence while benefiting from shared best practices and centralized services, ensuring clients receive tailored guidance aligned with their financial goals.
6. Resonant Capital Advisors
Resonant Capital Advisors is an independent, employee-owned Registered Investment Advisory firm based in Madison, Wisconsin, serving institutional and high-net-worth clients, with a particular focus on multi-generational family businesses and entrepreneurs . Founded in 2018, the firm offers a comprehensive suite of services, including financial planning, investment management, and advisory solutions tailored to complex family and business dynamics . Resonant emphasizes a team-based approach, leveraging decades of experience to provide customized strategies that address clients’ unique financial goals and challenges . With over $1.7 billion in assets under management as of March 2024, Resonant combines disciplined investment practices with advanced technology to deliver transparent, tax-efficient portfolios and comprehensive financial plans . The firm’s commitment to fiduciary responsibility ensures that clients’ best interests remain at the forefront of their services.
7. Endowment Wealth Management
Endowment Wealth Management, Inc. is an SEC-registered investment adviser headquartered in Appleton, Wisconsin, operating through a Multi-Family Office (MFO) structure. The firm provides holistic, fee-only fiduciary wealth management services, emphasizing the protection and growth of clients’ family wealth. Utilizing their proprietary 3-D Endowment Investment Philosophy®, they offer personalized investment strategies tailored to individual risk tolerances and goals. With offices across six national locations and clients in 26 states, Endowment Wealth Management is dedicated to sustaining multi-generational family wealth, unity, and legacy through comprehensive, objective advice.
8. Thompson Investment Management
Thompson Investment Management, Inc. (TIM) is an independent, SEC-registered investment advisory firm based in Madison, Wisconsin, with a legacy dating back to 1984. The firm specializes in providing comprehensive investment portfolio management, retirement plan services, and proprietary mutual funds to individuals, businesses, and foundations. TIM emphasizes a client-first approach, developing long-term, customized investment strategies tailored to each client’s unique financial goals and risk tolerance. The firm’s experienced team, including professionals such as James T. Evans, CFA, Chief Investment Officer, and Jason L. Stephens, CFA, CEO, collaborates closely to deliver competitive, risk-adjusted returns. With over $4 billion in assets under management, TIM is committed to maintaining high-quality customer service and fostering long-term client relationships.
9. Atlas Wealth Advisers
Atlas Wealth Advisers, operating under the domain awateam.com, is an independent financial advisory firm based in Madison, Wisconsin. Their mission is to provide personalized financial guidance to individuals, families, and business owners, helping them navigate complex financial decisions and achieve their long-term goals. The firm offers a comprehensive suite of services, including investment management, retirement planning, estate strategies, tax planning, insurance, and lifestyle planning. They emphasize a client-centric approach, tailoring strategies to each client’s unique circumstances and objectives. Atlas Wealth Advisers prides itself on its independence, free from proprietary product sales or quarterly earnings pressures, allowing them to focus solely on the best interests of their clients. Their team comprises experienced professionals committed to ongoing education and utilizing technology to deliver clear and efficient solutions. Through their resource center, they provide valuable tools and educational content, such as videos, articles, and calculators, to empower clients in making informed financial decisions.
10. Baird Private Wealth Management – Madison
Baird Private Wealth Management’s Madison West office, located at 8000 Excelsior Drive, Suite 302, offers comprehensive financial services tailored to individual and family needs. As an independent, employee-owned firm, Baird emphasizes long-term relationships built on open communication and a deep understanding of clients’ goals and values. Their team of experienced financial advisors provides personalized strategies in areas such as retirement planning, investment management, estate planning, insurance, tax strategies, and lifestyle considerations. Baird’s commitment to client success is reflected in their holistic approach to wealth management, ensuring that each client receives the attention and expertise necessary to achieve their financial objectives. The firm’s recent expansion includes the addition of The Palm Financial Group, which previously managed $680 million in assets at UBS, further enhancing their capabilities in serving clients’ diverse financial needs.
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