Madison Holbrook
    FiduciaryCFP

    Madison Holbrook

    Investment Advisor Representative

    Investment Advisor Representative
    Knoxville, Tennessee6 years experience$1 minimum

    About Madison

    I am a Certified Financial Planner professional at Visionary Horizons Wealth Management. I have experience in financial planning for a Hybrid RIA and in banking. I believe financial planning should be accessible to everyone and work to ensure my fee structure is transparent and customized to the needs of my clients. My passion lies in helping clients identify their goals, both short-term and long-term, developing a plan centered around those goals, and partnering with them to implement that plan every step of the way. I specialize in working with millennials and those in transition asking questions: Can we afford to buy this house? Can we afford to have kids? or Are we on track to retire?

    Areas of focus

    Credentials & background

    Designations

    CFP

    Licenses

    Series 65

    Education

    University of Tennessee

    Clients served

    IndividualsFamilies

    Regulatory

    The firm

    Investment Advisor Representative
    Investment Advisor Representative

    Visionary Horizons Wealth Management is a leading law firm dedicated to providing exceptional legal services to individuals and businesses. With a team of highly skilled and experienced attorneys, we offer a comprehensive range of legal solutions tailored to meet the client's unique needs. Our commitment to excellence, integrity, and client satisfaction sets us apart. We strive to achieve the best possible outcomes for our clients through diligent advocacy, strategic thinking, and a deep understanding of the law.

    620 MABRY HOOD RD SUITE 102 KNOXVILLE, TN 37932$396M assets under management