Financial Planning The Way It Should Be
We take the time.
At Maddux Wealth Management, we are not just another financial advisory team—we are your strategic partner in building a smarter, more confident financial future. Here is what makes us different:
Comprehensive Tax Planning
Taxes are not an afterthought for us; they are where we shine. We go far beyond basic education, diving into sophisticated strategies like Roth conversions, 1031 exchanges, tax-efficient asset location, and year-end capital gain harvesting. Our goal? To mitigate your tax burden and maximize your wealth, helping to ensure you keep more of what you’ve worked so hard to earn. With Jim at the helm, you’re getting a tax-savvy guide who turns complexity into opportunity.
Tailored Expertise for Life’s Nuances
We don’t believe in one-size-fits-all. Whether it’s navigating the intricacies of FAFSA for your child’s education, breaking down equity compensation plans from your employer, and much more, we have you covered. These are not just services—they are strategies crafted for the moments that matter most. Where other advisors might skim the surface or pass you off to someone else, we dig in, delivering clarity and confidence on the details that define your financial story.
A modern approach.
Proactive Strategies, Not Reactions
Why wait for problems to arise when we can get ahead of them? We are obsessed with opportunities—fine-tuning your pension options, maximizing your Social Security benefits, and strategizing your Required Minimum Distributions (RMDs) before they become a burden. Our forward-thinking approach means we’re not just managing your money; we are anticipating your needs and enhancing your outcomes. It is the kind of proactive partnership that turns good plans into results that you expect.
A Champion for Entrepreneurs and Givers
If you are a business owner or someone with a heart for giving, we are built for you. We bring specialized expertise to the table with business succession planning and valuations that help protect your legacy, including philanthropic tools like donor-advised funds to amplify your impact. These are not add-ons—they’re passions. We understand the unique challenges of running a company or balancing wealth with purpose, and we are here to help you thrive in both.
Raymond James and its advisors do not offer tax or legal advice. RMD’s are generally subject to federal income tax and may be subject to state taxes. You should discuss any tax or legal matters with the appropriate professional.
Donors are urged to consult their attorneys, accountants or tax advisors with respect to questions relating to the deductibility of various types of contributions to a Donor-Advised Fund for federal and state tax purposes. To learn more about the potential risks and benefits of Donor Advised Funds, please contact us.
Investing involves risk and you may incur a profit or loss regardless of strategy selected, including diversification and asset allocation. Every investor’s situation is unique and you should consider your investment goals, risk tolerance and time horizon before making any investment. Prior to making an investment decision, please consult with your financial advisor about your individual situation