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Helping Professionals, Couples, and FamiliesNavigate Wealth With Purpose

Decades of Experience I Personalized Planning I With You Every Step

START YOUR JOURNEY

Who We ServeWhat Stage Of Life Are You At?

We work with clients at various stages, each facing unique life experiences and financial considerations.

Approaching or Living In Retirement

Approaching or Living In Retirement

Retirement is an exciting new chapter, and we’re here to help you explore your options, and build a financial plan so you can enjoy the future you’ve worked hard for.

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Changing Jobs

Changing Jobs

Changing jobs or careers is a big milestone, and we’re here to help you understand your options when it comes to your retirement plans.

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Inheriting Money

Inheriting Money

Inheriting money can feel overwhelming, but we’re here to guide you through your options and help you make the most of your inheritance.

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Building Wealth

Building Wealth

Building wealth takes planning and discipline — we’re here to help you create a strategy that supports your long-term goals.

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Who We AreMeet Our Team

Madison Wealth Planners is a multigenerational, family-driven practice with over 40 years of experience in financial planning. We pride ourselves on fostering long-term relationships, treating clients like family, and offering personalized guidance that aligns with their unique values and objectives.

TestimonialsWhat Our Clients Have to Say

"Our family has been working with Richard Samara for well over a decade. Our family, at that time, was comprised of two working parents and two school aged children. While I felt confident in personally building our financial plan , I knew expert assistance was needed at that important stage of life. Richard invested a substantial amount of time meeting and interviewing us and gaining a true understanding of who we are and our personal and financial objectives. Our working relationship is engaging, interactive and productive. Our plan evolved over the years and met each milestone we targeted. Our children completed college and have started their own lives; I've retired and maintain an active lifestyle and my wife is preparing for her own transition to retirement in the near future. Our partnership has been invaluable and clearly a key contributor to our family's financial foundation and outlook."


-Sterling & Karen N (Vice President IT, Executive Assistant)

"I feel fortunate to have worked with Rich Samara (and his team) for over fifteen years. His knowledge and expertise are of the highest order — in financial planning, insurance and annuities, retirement planning and transition, and investments. His experience encompasses markets and products in equal measure and his advice, judgment and personal attention inspire confidence and have been invaluable. He cares about his clients and is the model of a fiduciary adviser. Thank you Rich!"


-John B (Retired Senior Legal Counsel - Fortune 500 Company)

"We have been clients for over thirty years and appreciate the individual attention and thoughtful financial guidance that are the hallmarks of Madison Wealth Planners."


- Dr. Vincent & Donalynn P.

"My wife and I have been affiliated with Richard Samara and Madison Wealth planners for a little over seventeen years. Throughout this time we have grown a very strong bond. Rich, Shannon, and Staff are efficient, courteous, and professional. They listen to our concerns and show a deep understanding for our financial health. Through Rich’s guidance we have done very well. In closing I can add Richard Samara has more integrity than anyone we have ever met. Respectfully and sincerely submitted."


-George and Christine L. (Postal Services, Teacher)

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This statement is a testimonial by a client of the financial professional as of 9/19/2025-10/03/2025. The client has not been paid or received any other compensation for making these statements. As a result, the client does not receive any material incentives or benefits for providing the testimonial. These views may not be representative of the views of other clients and are not indicative of future performance or success.

How We HelpProfessional Guidance for Every Financial Step

Our experienced team offers a range of services designed to address your unique financial needs and aspirations. With a focus on personalized and independent advice, we aim to support your journey toward achieving your financial goals.

Investment Management

Investment Management

Utilizing diversified portfolios tailored to your risk tolerance and objectives while navigating the complexities of financial markets.

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Retirement Planning

Retirement Planning

Developing and implementing cash flow and tax sensitive management of assets to help meet income and expense needs throughout retirement.

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Estate Planning

Estate Planning

Helping organize and manage your estate to reflect your wishes and provide for your loved ones.

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Independent and Personalized Advice

Independent and Personalized Advice

Offering customized strategies that consider your individual circumstances and financial aspirations for informed decision-making.

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Our Strategic Partnerships

Private Advisor Group

Private Advisor Group is one of the top RIA's Firms in the United States, ranked #4 by Baron's and headquartered in Morristown, NJ. PAG is committed to partnering with independent financial advisors to help clients pursue financial freedom.

#4

Ranked RIA

$35.2B

Under Management

800+

Advisors

50+

Private Advisor Group Employees

*Advisory assets as of June 30, 2024. Barron’s “Top 100 RIA Firms“ ranking is based on factors such as assets managed, technology spend, staff diversity, and succession planning. Investor experience and returns are not considered in this evaluation. Neither Private Advisor Group nor its financial advisors pay a fee to Barron’s for inclusion in the ranking. Barron’s ranking was given on September 16, 2024 based on data from July 1, 2023 to June 30, 2024. This ranking is not indicative of future performance.

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LPL Financial

LPL Financial

LPL Financial is one of the nation's leading financial services companies and a publicly traded company under ticker symbol LPLA. The firm's mission is rooted in the belief that personalized financial guidance is a fundamental need for everyone. LPL does not offer proprietary investment products or engage in investment banking activities; this means advisors affiliated with LPL are not pressured or influenced by LPL to sell its products. Thousands of financial advisors nationwide are able to rely on the firm's tools and resources to help them provide financial guidance and recommendations to help meet their clients' needs. For more information about LPL Financial, visit www.lpl.com.

Disclosures
Investing involves risk, including potential loss of principal. LPL Financial LLC, Member FINRA/SIPC.
* Data as of June 2025
Tracking #736676

What We DoGuiding Your Financial Journey with Family Care

At Madison Wealth Planners, we specialize in addressing the intricate challenges of financial planning with a family-focused approach. Our clients face the complexities of aligning their financial strategies with personal values and long-term goals, and we are here to provide the clarity and guidance they need. By fostering long-lasting relationships and offering personalized support, we ensure our clients are treated like family, receiving the attentive care and comprehensive advice they deserve.

Our ProcessA Personalized Approach to Your Financial Success

Step I - Initial Consultation

Discuss your financial objectives and establish a foundation for planning.

Step II - Plan Development

Collaboratively create a comprehensive financial plan tailored to your specific goals and circumstances.

Step III - Implementation and Review

Establish your account and engage in ongoing reviews to adapt to changing needs and goals.

Let’s Get StartedSchedule A Meeting

If you believe you could benefit from working with a financial professional, let’s review your portfolio, financial trajectory, and goals to see how we can help you.

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