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About

When it comes to money, no two people are alike. We each have a different financial history, different money challenges, and different goals for the future. Whatever your story, it should drive every choice you make about your money.

Headquartered in White Plains, New York, with branches in Syracuse, Long Island, and Boca Raton, Florida, Madison Planning Group is a financial planning and investment advisory firm dedicated to providing clear, trusted financial guidance.

Everyone out there seems to be full of financial advice—from the TV, to the internet, to that guy in the office next door. But what are the right answers for you? Trying to figure it all out can be overwhelming. But not figuring it all out can leave you paralyzed on your path to financial security. 

At Madison Planning Group, we get it. That’s why we take a very different approach to your finances. We listen to your story, and then provide the personalized, trusted guidance you need. No templates. No generic solutions. No nonsense. Our team provides what you need, when you need it, including full-service financial planning, investment management, retirement planning, and risk management. And our approach combines education, collaboration, and action to help get you on a straight path toward your long-term financial goals—whatever your story may be.

 

Everyone has a story. What’s yours?

We’d love to hear it. Contact us today at 800-222-2091 to schedule a financial assessment and start the conversation.

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10 New King Street, Suite 104
West Harrison, NY, 10604

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Securities offered through Lion Street Financial, LLC (512.776.8400), member FINRA, SIPC. Investment advisory products and services offered through Madison Advisory Services, Inc. an investment advisor registered with the SEC. LSF is not an affiliated company. Neither Lion Street Financial, LLC nor Madison Advisory Services, Inc. provide tax or legal advice. Representatives may transact business, which includes offering products and services and/or responding to inquiries, only in state(s) in which they are properly registered and/or licensed. This site is published for residents of the United States only. Representatives may only conduct business with residents of the states and jurisdictions in which they are properly registered. Therefore, a response to a request for information may be delayed until appropriate registration is obtained or exemption from registration is determined. Not all of services referenced on this site are available in every state and through every advisor listed. For additional information, please contact Benjamin Schwartz at 800.222.2091.
*Third party awards, rankings, and recognitions are no guarantee of future investment success and do not ensure that a client or prospective client will experience a higher level of performance or results. These ratings should not be construed as an endorsement of the advisor by any client not are they representative of any one client’s evaluation.

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