Madison Wealth Advisors, LLC

BAM Alliance Member, Lee's Summit, MO

Douglas F. Clark CPA PFS
William R. Smith, Wealth Advisor
Judy K. Mathews

We created Madison Wealth Advisors with the commitment to put our clients’ interests first, to help our clients’ protect what is important to them.

Managing wealth isn’t simply about acquiring assets. It’s about you. That’s why our services focus on you. Discovering and achieving what matters to you, providing distinct solutions to address the financial complexities in your life and keeping those solutions relevant for you over time.

This may not sound like a revolutionary idea, but in many financial organizations it is.  Fortunately we belong to a growing community of advisors- the BAM ALLIANCE- that shares our commitment to transform the wealth management experience to be about you, your family and your dreams.  Through the BAM ALLIANCE, we share research, tools and best practices that help us provide the highest level of service in all areas of wealth management.

We do things differently.  Our evidence-based approach assures that your investment portfolio will be shaped by science, not speculation.  By facts, not fad.  But financial success is much more than a portfolio.  It’s a plan, a carefully coordinated strategy that reflects your family, career, retirement plans, tax situation, charitable aspirations and much more.  We’d love to hear about what is important to you.  We invite you to connect  with us.  To be a part of our community.

 

 

Contact Madison Wealth Advisors, LLC Today

Call 816-501-5115

Specialties

  • Wealth Management
  • Retirement Planning
  • Education Planning
  • Portfolio Management
  • Business Planning Strategies
  • Family/Marital Changes
  • Legacy and Estate Planning
  • Managing Special Needs Trusts
  • Retirement Plan Solutions
  • Institutional Advisory Services

Contact

8 am - 5 pm Monday through Friday
p. 816-501-5115
f. 816-501-5116