Tell Us About Yourself
To get started, complete the Client Information Form at the bottom of this page. This will give our team the necessary information to start building your financial plan.
Meet Your Advisor
Next, our team will reach out to schedule a consultation call. During this call we will take a deeper-dive into your finances, and distinguish which of our Advisors would be the best fit.
Link Your Accounts
Powered by Orion Planning, easily link all of your outside accounts to have one consolidated view of your wealth.
Achieve Your Goals
Once you have onboarded your accounts to Orion Planning, the hard part is over! Now you can rest easy knowing you have a team of innovative Advisors here to serve you.
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Disclosures
Maddix Wealth, LLC is a wholly owned subsidiary of Maddix Holdings, LCC an SEC-registered investment advisor. Advisory services are only offered to clients or prospective clients where Maddix and its representatives are properly licensed or exempt from licensure.
