Our Firm

About Madison Wealth Planners

We are an independent and private wealth management firm headquarted in Morristown, NJ. Our team of financial advisors and client service associates are dedicated to providing our clients with guidance, support, and a financial plan that fits their goals.

Our Managing Director, Richard F. Samara CFPⓇ, has over 40 years of experience in the industry.

At Madison Wealth Planners, we believe in fostering long-lasting relationships built on trust and transparency. We are proud of our multi-generational relationships built over decades. We work with our clients in a personalized approach to pursue their goals through strategic growth and preservation of their wealth.

Some areas we best assist our clients include:

  • Retirement Planning
  • Investment Planning
  • Estate Planning
  • Life Insurance