Our team of professionals have advanced degrees and decades of experience to ensure you always receive the highest levels of service.
Organize and simplify
Madelor's services provide a clear perspective of where you are on your financial journey and are a resource you can regularly tap into to address all your financial matters in a coordinated way and ensure you are constantly moving closer to your goals and objectives.
What We Do
Overview
About Us
As a privately owned company, we make decisions that are in the best interests of our clients.
- About Us
- Core Values
- Community
- Services
Our core values set us apart, and our mission revolves around your success. Providing exceptional service that genuinely benefits you is of overriding importance to us.
Contributing to our local community and the wider world is important for all of us, and we are committed to helping make a positive impact.
Our services provide a clear perspective of where you are on your financial journey and ensure you are constantly moving closer to your goals and objectives.
Some of the questions we are asked most frequently.
What are your services?
Our comprehensive wealth management services integrate all aspects of planning and investment management to provide individually tailored solutions.
What does being independent mean?
Being independent means we are a privately owned company with no external investors or parent company, so our sole allegiance is to our staff and clients, and we work exclusively for their benefit.
What securities do you buy?
We use many different assets depending on client needs, including equities, bonds, exchange-traded funds, mutual funds, cash, and alternative assets such as REITs, cryptocurrencies, or commodities.
