At Franklin Madison Private Wealth (Franklin Madison Advisors, Inc.), we help successful professionals and families simplify their finances, reduce taxes, and create a lasting legacy.
We are a boutique, fee-only Registered Investment Advisor (RIA) based in Pittsburgh, PA. Our expertise includes tax-focused financial planning, stock-based compensation strategies, investment management, and multigenerational wealth transfer.
Founded in 2019 by Peter Donisanu, our firm was built to serve individuals who want more than just a financial plan. Our clients want their money to support the life they’ve worked hard to build, and they want to do it with clarity, confidence, and peace of mind.
You get a personalized strategy that reflects your values, aligns your finances with your life goals, and simplifies decision-making at every stage. Whether you're preparing for retirement, managing a concentrated stock position, or planning to pass wealth on to the next generation, we walk with you every step of the way.
True wealth is not just about numbers. It’s about knowing your money has purpose and that you’re on track.
Let’s talk about how you can gain clarity, simplify your finances, and build a legacy that lasts.
Company Details
- Employees
- 1
- Founded
- -
- Address
- 6425 Living Place,
- Industry
- Investment Management
- NAICS
-
Other Financial Investment ActivitiesPortfolio ManagementAll Other Financial Investment ActivitiesTrust, Fiduciary, and Custody ActivitiesMiscellaneous Financial Investment Activities
- Keywords
- Investment Management, Wealth Management, Financial Planning, Financial Coaching, Stock-based Compensation, Risk Management, Wealth Preservation, Family Office, Stock Options, GSUs, Advanced Tax Strategies, Estate Planning, Trust Advisory, Legacy Planning, Executive Compensation, Employer Benefits, Philanthropy and Giving.
- HQ
- Pittsburgh, PA
Franklin Madison Advisors Questions
Franklin Madison Advisors's website is http://franklinmadisonadvisors.com
Franklin Madison Advisors's LinkedIn profile is https://www.linkedin.com/company/franklin-madison-advisors
Franklin Madison Advisors has
1 employees.
View email and phone details for 1
employees at Franklin Madison Advisors.
Franklin Madison Advisors's industry is
Investment Management
Franklin Madison Advisors's top competitors are
Tradestation,
Franklin Madison,
Nationwide Financial,
Hubspot,
Prudential Financial,
Fidelity Investments,
Principal Financial Group,
Northwestern Mutual,
Metlife,
Selby Jennings.
Franklin Madison Advisors's categories are Investment Management
Franklin Madison Advisors's founding year is 2019
