Overview
Madeleine works with individuals and families who value a trusted advisor and a holistic, planning‑led approach to their financial lives. She primarily serves C‑suite executives, business owners, and multi‑generational families navigating increasing financial complexity, including equity compensation, business interests, multi‑state tax exposure, and charitable goals. Clients rely on her as a long‑term partner who helps them align their financial decisions with what matters most—protecting wealth, creating clarity, and supporting continuity across generations. Her role extends beyond answering questions to providing structure, confidence, and a steady advisory presence as circumstances evolve.
Experience
As both a CPA and a CFP®, a designation held by fewer than 1.5% of CPAs, Madeleine offers a rare combination of technical depth and strategic perspective. Her tax background allows her to connect the full scope of her clients’ financial lives, ensuring that planning, investment strategy, and tax considerations move in concert rather than in isolation. She is known for helping clients stay organized, anticipate challenges, and make informed decisions that support sustainable, long‑term outcomes.
Madeleine’s work centers on integrated tax and wealth planning, strategic coordination, and high‑touch relationship management. She develops forward‑looking solutions that align investments, estate considerations, and philanthropic objectives with each client’s personal vision. By focusing on ongoing planning rather than reactive fixes, she helps clients identify opportunities throughout the year and maintain momentum as their financial picture grows more complex.
In one example, Madeleine helped a client save approximately $250,000 in taxes through a year‑end payroll adjustment, then redirected the improved cash flow to fund a retirement plan and invest excess capital. Beyond one‑time outcomes, she provides consistent oversight, such as monitoring cash flow, evaluating tax‑efficient strategies, and coordinating planning decisions, to help ensure each move supports broader financial goals over time.
Education & Affiliations
Madeleine holds a Master’s Degree in Accounting, and is 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.