Mader Shannon Wealth Management

At Mader & Shannon Wealth Management, we are dedicated to providing exceptional portfolio management and financial planning solutions tailored to help you achieve your financial goals. As a fiduciary-based wealth management firm, our mission is to provide independent and unbiased advice, ensuring that our clients' best interests are always prioritized.

Portfolio Management

Our focus is on achieving yield and growth objectives while minimizing risk, transaction costs, and taxes. Through active money management, our goal is to shield clients from major market downturns caused by overvaluation while ensuring their full participation in the historical growth in value and income provided by equity markets. We take pride in educating our clients on suitable financial solutions, thoroughly examining risk and performance expectations. Our team is dedicated to delivering personalized service, recognizing that each client's financial situation is unique.

Planning Services

Retaining an independent financial professional is crucial for both planning and portfolio management. At Mader & Shannon, we have no obligations to any conflicting products or services, ensuring our clients' best interests are always prioritized. We take the time to educate clients on suitable financial solutions, thoroughly examining risk and performance expectations. Our commitment lies solely with our clients' best interests, ensuring we offer objective advice and set reasonable expectations.

Our Team

Our team is comprised of experienced professionals with a deep understanding of the financial markets and the brokerage industry. James W. Mader, our Chairman and CEO, has been in the financial services industry for 46 years, with a background in marketing and management. George R. Shannon, our Co-founder, has over 40 years of experience in the financial markets and the brokerage industry, with a background in economics and finance. Bret Guillaume, our President, holds the designation of CERTIFIED FINANCIAL PLANNER professional and has extensive experience in the financial services industry.

What Sets Us Apart

At Mader & Shannon, we are committed to serving our clients with integrity, honesty, and trust. As fiduciary financial advisors, we are legally required to prioritize our clients' interests over our own. We take pride in our independence, with no conflicts of interest, ensuring that our advice is always in the best interest of our clients.