Our Story

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Getting To Know Us

Founded in 1997, Madison Planning Group is based in White Plains, NY, with additional locations in Syracuse and Lake Worth, FL. Our team strives to help every one of our clients turn their financial dreams into reality – but while that may tell you the facts and figures, it’s our story that really tells you who we are.

Telling Our Story for Years to Come

Like many, our story at Madison Planning Group is what has made us who we are. It’s dictated how we think and served as the basis for why we do what we do. It all started with our firm’s founder and president, Gary Schwartz.

Gary didn’t start out as a financial planner. He wasn’t an economics wiz, and he didn’t aspire to work in financial services. Gary was, in fact, a butcher in the Bronx. And while that may not sound like the beginnings of a financial planning career, it is precisely what led Gary to a passion for financial education, a driven commitment to giving back to others, and a focus on building valued, trusted relationships with every client.

Founded in 1997, Madison Planning Group is built on Gary’s story. We believe we stand alone in our dedication to enabling better financial decision-making through our full-service approach and how we help our clients. We strive each day to be honest, relatable, dependable, and provide outstanding service for each of our clients. Our focus is on helping others and, fortunately, our approach to supporting our clients has enabled us to build a successful business. It’s why our clients turn to us for guidance with decisions large and small—even decisions that have little to do with dollars and cents.

Over the years, we’ve found that by building on our story, we’re able to learn about each of our clients one-on-one. It’s how we learn about your story, identify the source of your financial challenges, and provide you with a sense of comfort and security.

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