Overview
Madeleine works with individuals and families who value a trusted, holistic financial advisor. She brings a deep tax background into the wealth management space, ensuring that every decision is informed by a clear understanding of its financial and tax implications. Her clients are not bound by AUM minimums. Instead, they commit to a relationship centered on proactive, planning-led advice that optimizes their full financial picture year-round. Madeleine primarily serves C-suite executives, business owners, and multi-generational families navigating complex wealth situations such as special equity compensation, business ownership, multi-state taxation, and charitable giving. Her clients rely on Madeleine as a true partner in protecting and growing their net worth in a sustainable way. Her role is to deliver not just answers, but alignment, confidence, and continuity for their family’s financial future.
Experience
As both a CPA and a CFP®, a designation held by fewer than 1.5% of CPAs, Madeleine brings a rare combination of credentials and perspective to her practice. Her broad tax background enables her to connect the full scope of her clients’ financial lives, ensuring that every decision supports their long-term goals. Her specialties include integrated tax and wealth expertise, strategic financial planning, and high-touch relationship management. Madeleine helps ensure that every wealth management strategy is optimized for both growth and tax efficiency. She develops proactive, long-term solutions that align investments, estate strategies, and philanthropic goals with each client’s personal vision. As a strategist, Madeleine excels at connecting the dots across financial, tax, and personal priorities, and leads with deep listening to ensure each strategy is both technically sound and personally meaningful.
Beyond one-time savings, she helps clients stay organized and spot opportunities year-round, from tax-efficient investing to estate and charitable planning, ensuring every decision supports sustainable growth and long-term goals.
Education & Affiliations
Madeleine holds a Master’s Degree in Accounting. She is a licensed CPA and CFP®, as well as a member of the American Institute of Certified Public Accountants (AICPA). A proud military spouse and volunteer swim coach, she brings a global, culturally diverse perspective to her client relationships, shaped by years of living overseas.
Additional information about Madeleine Batson is available on the SEC’s Website.