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Helping you create a plan for your finances you can understand
620 E Broad StColumbus, OH 43215
Yes
The Ohio State University BA in Political Science, Capital University, Masters of Business Administration
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My husband and I own a small business. As we started to grow, and hire employees we needed help with business and personal financial planning. We wanted to start a retirement plan, save for college for our children, build wealth. I interviewed a handful of financial advisors before finding Maddi. I liked that her firm is run by women. But more importantly, in our first conversation, I could tell that she would help us invest aligned with our values. She is easy to talk to and work with, prompt and thorough with her responses, and seeks to help us understand our finances. She really takes an interest in our business and our personal lives and well being. I really appreciate the personalized guidance she provides. She is trustworthy, transparent, and hard working. We are very thankful to have found her, we have been working together for nearly 3 years. We’ve started personal retirement plans, and opened 401K plans for our business. We have UTMA accounts for our children and are saving to invest in real estate.
Maddi has been the perfect partner to help us solidify our future plans. I had done my research and couldn’t be happier about our choice to work with her. She has been able to help us focus on both living our best life now and planning for the future we want.
Maddi is always available for a quick question. I’ve enjoyed working with Maddi over the last few years to develop my own financial stability. Her knowledge of financial products along with her creative thinking allowed me to reach my goals. I tend to be risk adverse and Maddi has helped find options that felt secure and safe for me while still developing my portfolio.
I reached out to Maddi on a whim, some random Tuesday a couple years ago, and haven’t looked back! I’ve known the basics of financial literacy for a while, the general dos, don’ts, and some must have strategies, but I still had lingering questions. Have I screwed along the way? Was I effectively, done, set & forget until retirement? What was I leaving on the table? What could, should, I do next?
Maddi has helped me look at money differently, form specific goals, and actually spend some of it that was just sitting there un-utilized. I appreciate having someone in my corner who is keeping a watchful eye, is a sounding board on random matters, and most importantly helps provide recommendations based on my circumstances.
Maddi really makes an effort to get to know her clients and it shows in our interactions. To many years to come!
Maddie has been an incredible advisor for my wife and I. During what has been a continually contradictory economy, Maddie has provided incredible insight, support, and planning for us. When we first considered financial advise much of what we saw in the industry was way out of touch where we were in our lives and Maddie has been the complete opposite. Thoughtful and very relatable, it has made this one of the best decisions we have made.
Maddi and team have been extremely helpful and easy to work with, as we have navigated several stressful life changes in the past year with her assistance! I could not recommend her enough!
Maddi has been outstanding to work with and I highly recommend her. She’s been a solid asset to me as I established my retirement and has been essential as I’ve grown my small business. She’s a joy to work with and always gives very thorough and non-biased financial advice.
I knew Maddi socially and when she made the move to Financial Advisor I had just gotten married and decided we needed outside help to get us focused and organized. We have been with Maddi now for 3 years and the help and attention we’ve gotten from her is excellent. Maddi has made recommendations for 401k selections, encouraged us to get Wills, POA, and TOD set up (outside of her services, but she wants us to be prepared!), and walked us through debt payoff plans and more. We really are in a better place and Maddi does it all with such grace and professionalism. We’re very happy with her and look forward to growing our portfolio and celebrating those milestones with her.
Madeline has been our financial advisor for several years and we have been consistently thrilled with the quality of her work, her responsiveness, and her upbeat and supportive attitude.
Hands down, Madeline is the best financial advisor we’ve ever had. She is super responsive, thorough, and consistently goes above and beyond to answer our questions. We’ve referred Madi to many of our friends, she’s amazing!
I highly recommend anyone who need financial or investment planning to work with Maddi. She’s very reliable, professional and cares deeply about building intentional relationships with her clients. Thank you!
I know with a title like that, most people will assume I’m exaggerating, but I’m not. It falls into two parts:
1.) My partner and I went from fighting often about finances, to not at all. When it starts to become a debate it’s as easy as sending an email to get that professional un-biased advice (they always respond very quickly as well)
2.) My partner and I had reached a spot where it felt like we were always going backwards financially, but here we are two years later with that path completely reversed!
I really mean it when I say working with Minerva wealth, and Maddi, changed my life – we’re finally able to enjoy our lives without all the financial stress and the battles about money. We’re able to see dreams and goals become reality now instead of “maybe when we retire”. I’m so overwhelmingly grateful to have someone I trust so completely handle our financial future! Thank you so much for everything!
Maddi is wonderful! She is trusting, dedicated, caring, and knows her stuff! She has such a wide range of financial knowledge. Maddi is a go getter and I feel like I’m in great hands with her! She is always expanding her knowledge to meet her clients needs.
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