Where Family & Finance Meet
Our Mission: Building Wealth, Preserving Legacies in Virginia
Who We Serve
Tailored Guidance for Individuals and Businesses
At Madison Financial Strategies, we believe that financial planning should be personalized and accessible to everyone. We’re proud to serve a diverse clientele, each with unique financial goals and challenges. Our team is committed to understanding your individual needs and providing tailored guidance to help you achieve financial success.
State, Federal, & Local Employees
We understand the intricacies of public sector pension and benefit plans. Our expertise allows us to help you maximize your benefits and secure a comfortable retirement.
- Comprehensive retirement planning for government employees
- Pension analysis and optimization
- Strategies for maximizing Social Security benefits
Business Owners
We partner with small business owners to address their unique financial needs, from retirement planning to succession planning and employee benefits.
- Holistic financial solutions for small businesses
- Retirement planning for business owners
- Succession planning and business continuity strategies
- Employee benefits and group retirement plans
Real Estate Investing
We specialize in helping property investors build and manage wealth through strategic real estate investments, with particular expertise in private equity offerings.
- Private equity real estate offerings
- Investment property portfolio optimization
- Wealth preservation through real estate holdings
- Long-term exit strategy planning
Self-Directed Brokerage Accounts
We provide guidance to professionals with 401(k) plans that offer self-directed brokerage options, helping you take greater control of your retirement investments.
- Strategic asset allocation within self-directed accounts
- Integration with overall retirement planning
- Investment selection and portfolio construction
- Periodic rebalancing and performance monitoring
- Risk management within plan constraints
Sports Professionals
Our financial strategies for athletes address the unique challenges of careers with high earnings concentrated in short timeframes, unpredictable longevity, and complex contracts.
- Career duration contingency planning
- Contract and endorsement income management
- Off-season cash flow strategies
- Post-career income development
- Sports-specific investment portfolios
Families & Individuals
We offer sophisticated financial planning and investment strategies tailored to the needs of high-net-worth individuals. Our focus is on preserving and growing your wealth while minimizing tax burdens.
- Advanced wealth management strategies
- Tax-efficient investment planning
- Estate planning and legacy preservation
- Charitable giving strategies
We Also Serve
- First Responders
- Public Safety Personnel
- Music Industry Professionals
- Medical Professionals
Diverse Backgrounds for a Shared Purpose
Leading the way with a team approach to financial management.
Why the team approach? What happens to you if something happens to your advisor? OR What if something happens to your advisor? How do you plan for that?
Well, with our team you don’t have to worry. We have you covered.
Our team isn’t limited to one person’s skills and strengths. We have a wide range of experience and expertise that we bring to every clients’ portfolio. More heads are better than one.
If you have a need, we are quick to respond.
Our team’s diverse backgrounds mirror the rich tapestry of life experiences. From serving as volunteer firefighters to growing up in construction families, and even exploring careers in law enforcement, we’ve walked various paths. This diversity allows us to deeply understand the concerns and challenges faced by individuals from all walks of life because we’ve encountered them ourselves. This firsthand understanding enables us to provide more relevant and effective financial solutions.
Since our founding, this empathetic approach has been at the heart of our mission. We embrace our role as financial advisors, not just as number crunchers, but as partners dedicated to helping you achieve your financial goals. We’re here to listen, understand, and guide you towards a more secure and prosperous future.
Our Services
Comprehensive Financial Solutions
We offer a full suite of financial services designed to meet your unique needs and goals. Whether you’re planning for retirement, saving for college, or growing your business, we have the expertise to help you succeed.
Financial Planning
Crafting a personalized roadmap to navigate your financial journey, considering your unique goals and circumstances.
Investment Management
Building and managing diversified portfolios intended to help safeguard your portfolio and pursue growth.
Insurance Services
Protecting your loved ones and assets with comprehensive insurance solutions.
Retirement Planning
Designing a comfortable and financially secure retirement through strategic savings and investment plans.
Tax Planning
Optimizing your tax strategies to minimize liabilities and maximize your financial potential.
Estate Planning
Preserving your legacy and ensuring your wishes are carried out through careful estate planning.
Our Team
Meet the Experts Behind the Strategies
Our team comprises seasoned professionals with a passion for empowering clients to achieve their financial dreams. We pride ourselves on our collaborative approach, leveraging our diverse skills and experience to deliver exceptional results.
Tina Johnson
Director of Operations
Holly Rachford
Office Assistant
Paige Lutz
Office Manager
Krissy Fadely
Director of Marketing & Finance
Anita Malcom
Office Manager, Franklin Branch
Debbie Thompson
Operations Team
Taylor Edens
Financial Advisor
Will Councill
Financial Advisor
Jason Lesnik
Partner, Financial Advisor
David Thompson
Senior Financial Advisor
Barry Fadely
Partner, Financial Advisor
Elaine Roecklein
Senior Financial Advisor
Ryan Bennett
Financial Advisor
Michael Feinberg
Director of Insurance
Nathaniel Crowe
Licensed Financial Associate
Carolyn Pratt
Marketing Coordinator
Ready To Take The Next Step Toward Financial Security?
Contact us today for a personalized consultation.
Family of Brands
A Legacy of Service
At Madison Strategies, we’re proud to be part of a family of brands dedicated to providing comprehensive financial solutions and personalized guidance. Our story began with a shared passion for service and a desire to make a meaningful impact, and has grown into a family of three.
Jason Lesnik and Barry Fadely founded Advocacy Advisors to serve first responders and military personnel. With over 45 years of combined financial experience, Jason’s 35+ years as a volunteer firefighter provide unique insight into the financial challenges these individuals face. Advocacy Advisors helps first responders navigate these challenges and understand the benefits and opportunities their service provides.
Atlantic Capital Partners was founded on a simple idea: there are “good ones” in the financial advising world – transparent, fair, and genuinely committed to their clients. Our unique team-based approach ensures you benefit from the collective expertise of seasoned professionals working together to achieve your goals. We’re intentionally different.
Join Us
Build Your Career with Us
As a financial advisor, you know that planning for retirement can be an incredibly emotional process; it is difficult to approach attempting to map out the rest of your life from an objective standpoint. That is where we come in: to help our clients balance their emotions with the realities of their situation, and find a way to help people no matter what situation they might find themselves in.
If that approach to retirement planning appeals to you, then we would like to extend an offer for you to join our team. Joining us means gaining access to an extensive list of strategic partnerships designed to enhance the ways you can conduct your business, cutting-edge technology with proven results that has been extensively vetted through our team, and a culture of mentorship to ensure that your transition to Madison Financial goes as smoothly as possible.
Let’s Start the Conversation
Ready to bring clarity to your transition into retirement?
Contact us today to schedule a consultation. We look forward to hearing from you!
Contact Us
Office: 703.634.7366
Fax: 703-634-5731
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Our Locations
Manassas, VA
9219 Center St.
Manassas, VA 20110
Woodstock, VA
415 S Main St.
Woodstock, VA 22664
Franklin, VA
407 N. Main St.
Franklin, VA 23851
Chesapeake, VA
1545 Crossways Blvd.
Chesapeake, VA 23320
Richmond, VA
500 Libbie Ave., Ste. 1B
Richmond, VA 23226
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