Madison Wealth Management & Financial Advisory Firm - Established 2020

Madison, Virginia

About This Business

Established in 2020, this thriving financial services firm has rapidly built a solid reputation throughout Madison, Virginia and surrounding communities. With a dedicated team of 9 professionals, the company specializes in comprehensive wealth management, retirement planning, investment advisory services, and personalized financial consulting. The firm has cultivated a strong client base with annual revenue reaching $2.94M and healthy cash flow of $292K, demonstrating consistent growth and operational efficiency over just four years of operation. The business operates from a professional office location with established systems and processes that support scalability. The current owner-operator has developed strong client relationships and a team culture that values personalized service and fiduciary responsibility. The company maintains diverse revenue streams including fee-based advisory services, commission-based products, and recurring management fees from client portfolios. The owner is selling due to health reasons and is motivated to transfer this thriving practice to a qualified buyer who can continue serving the loyal client base. This represents an excellent opportunity for a financial professional or investment group seeking an established, profitable practice in a growing market with immediate revenue generation and an experienced support team in place.

Financial Details

Business Details