Madeline Napier, CFP®, MBA, FSRI, QKA

Helping you create a plan for your finances you can understand

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Minerva Wealth Planning Madeline Napier, CFP®, MBA, FSRI, QKA
Columbus, Ohio

Serving Clients Nationwide

Helping you create a plan for your finances you can understand

Rated 5 out of 5
3 Certified Advisor Reviews™
Rate this Advisor

Areas of Focus

  • Budgeting
  • Compensation Planning
  • Employee Benefits
  • Financial Life Planning
  • Owning a Business

Professional Designations

  • CERTIFIED FINANCIAL PLANNER™ Professional

Affiliations

  • CFP Board
  • Financial Planning Association
  • National Association of Personal Financial Advisors

Primary Location

43215

Meeting Options

  • Video Conference
  • In-Person
  • Phone

Compensation Methods

  • Fee Only
  • Hourly Rate
  • Package Offers
  • Subscription

Offers Investment Management

Yes

About our Firm

Our firm was launched in May of 2019 and serves individuals, families, and small business owners in Columbus, Ohio and virtually anywhere. Maddi Napier is our Founder and Principal Financial Planner and Sydney Harris is our Financial Planning Administrator.

Education

The Ohio State University BA in Political Science, Capital University, Masters of Business Administration

Languages

  • English

Hobbies and Interests

  • Board Games
  • Cooking
  • Eating Out
  • Exercising
  • Traveling
  • Volunteering
  • Wine
  • Working Out

Who We Serve

  • Business Owners
  • College Graduates
  • Couples
  • Dual Income Family
  • Financial Independence Retire Early (FIRE)
  • Gen Y / Millennials
  • Newly Engaged / Newlywed
  • Women Professionals

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Awesome Financial Services!

Rated 5 out of 5
August 9, 2021

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!

◼ Relationship to Financial Advisor:Client
Avatar for Brenden Dickerson
Brenden Dickerson

Changed my life

Rated 5 out of 5
July 7, 2021

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!

◼ Relationship to Financial Advisor:Client
Avatar for Michelle Congrove
Michelle Congrove

Great financial planner!

Rated 5 out of 5
July 2, 2021

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.

◼ Relationship to Financial Advisor:Client
Avatar for Adam Longstreth
Adam Longstreth