Madigan Wealth Management | Financial Planning in Lake Ozark, MO

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You've got big plans.

With years of experience, we’ll help make them a reality.

​Explore Our Services​ 

Securing your financial journey is our mission.

We’re an independent firm serving the diverse needs of clients like you: individuals, families, and business owners. We believe in creating relationships that are built to last. Integrity and trust matter, and they’re at the core of everything we do. We’ll work diligently to understand what you need—then develop the right strategy to make it happen. When you partner with us, we’ll help you:

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Gain confidence with a solid financial plan.

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Invest your assets with a sustainable approach.

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Empowering financial independence for years to come.

Your goals drive us... and we deliver.

Whether you’re launching your career, raising a family, planning for retirement, or thinking about creating a legacy, you know what kind of life you want to lead. Our wealth management services can help make that life a reality.

Wealth Management

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Financial planning
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Estate planning
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Education planning
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Investment Management
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Tax planning
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Risk Management

Retirement Consulting

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Financial planning
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Estate planning
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Retirement income planning
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Post-retirement income planning
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Business succession strategies
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Charitable giving strategies

With Commonwealth, you have the strength of a powerful network on your side.

We are committed to delivering on your financial goals. Our affiliation with Commonwealth Financial Network®, one of the largest independent registered investment adviser-broker/dealers in the nation, gives us invaluable resources, experience, and expertise that assist us in fulfilling that promise.

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Independence

Unlike some advisors, we’re free to make recommendations based on what’s right for you, without pressure to promote proprietary products or strategies.

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Research

We have access to knowledge that spans the breadth of wealth strategy and enables timely insight into market opportunities, so we always have our finger on the pulse of financial markets.

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Partnership

Building long-term relationships is our priority, so we start by taking the time to understand our clients personally and then carefully chart a course for your financial journey.

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Technology

Through Commonwealth’s sister firm, Advisor360°, we provide a first-class technology platform that gives you 24/7 access to your investment information and worldwide financial markets.

No matter where you are in your financial journey, we’re here for you.

We provide strategic counsel and big-picture perspective that empower clients like you to realize their goals. We offer all the products and services you’d expect from a full-service wealth management consultant, along with powerful technology and outstanding service.

Serving Central Missouri

Madigan Wealth Management
754 Bagnell Dam Boulevard
Suite B
Lake Ozark, MO 65049

Office: (573) 303-4048
Mobile: (573) 434-9512

 

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