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Full-service Approach


We’ve all seen it. Lots of people—even the smartest investors—get stuck in “the system” after brokerage houses, mega-advisors, and roboadvisors place their hard-earned assets into cookie-cutter solutions based on high-level, impersonal data. Forget about addressing their specific financial needs. And forget about getting any real financial guidance.


At Madison Planning Group, we believe success comes from a very different approach to financial planning. We begin by taking the time to carefully evaluate every aspect of your finances. We then work together—you and our team of experienced financial professionals—to create a strategy and plan designed to address your needs.

Rooted in our mission to serve every client with honor, trust, and mutual respect, our approach combines education, collaboration, and action to address your immediate financial concerns, and put a plan in place to help make your long-term goals a reality.

And our dedication to your success doesn't stop once your plan is in place. Instead, your personal client service manager will continue to work with you, answering your questions, processing your paperwork, and providing the trusted guidance you need—no matter how large or small your issue may be.

How We Work

  • Our Approach
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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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