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Ronald Eliot Madey

Wealthcare Capital Management LLC

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About Ronald Eliot Madey

Ronald Madey is a financial advisor with Wealthcare Capital Management LLC and Wealthcare Advisory Partners LLC. Ronald has been in the financial services industry for over 20 years. He is a Chartered Financial Analyst and holds Series 7, 24, 63, and 66 licenses. Ronald focuses on providing financial planning, portfolio management, and investment advisory services for a variety of clients, including high-net-worth individuals, corporations, and charitable organizations. He is committed to helping clients achieve their financial goals by providing personalized and comprehensive financial advice. Ronald is based in Newtown Square, Pennsylvania, and is registered to provide financial advisory services in Pennsylvania.

Firm Information

Ronald Madey is currently registered with Wealthcare Capital Management LLC. Wealthcare Capital Management LLC is a fee-only financial advisory firm with a focus on providing comprehensive financial planning and investment management services to individuals, families, businesses, and charitable organizations. The firm has over 30 advisors who manage over $2.5 billion in assets for their clients. Their services include financial planning, retirement planning, college savings planning, estate planning, insurance planning, and investment management. They offer a wide range of investment strategies to meet the unique needs of their clients. The firm is headquartered in Richmond, VA and has offices throughout the United States.
Wealthcare Capital Management LLC

2 JAMES CENTER

RICHMOND, VA 23219

$2.58B

Assets Under Management

Not reported

Total Clients

35

Total Financial Advisors

Services Offered

Advisors offer a broad range of advisory services designed to meet the unique needs of individuals, businesses, and investment companies. These services provide professional guidance and personalized strategies to help clients achieve their financial goals.

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financial planning services

Comprehensive financial plans to help you achieve your personal and business goals.

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pension consulting services

Guidance on pension options to ensure a secure financial future.

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selection of other advisors

Helps you choose top advisors aligned with your financial goals.

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portfolio management for businesses

Custom portfolio management strategies for businesses to achieve long-term growth.

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portfolio management for individuals

Personalized portfolio management to meet individual financial objectives.

Fee Structure

Advisors may be compensated through a variety of fee structures, offering flexibility and transparency. This allows clients to choose the arrangement that best aligns with their financial objectives.

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fixed fees

Set rates for specific services, regardless of time or assets managed.

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percentage of assets

A percentage of the total value of assets under management is charged.

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Ronald Madey’s Registration & Firm History

PA

03/27/2014 - Present

Wealthcare Capital Management LLC (NEWTOWN SQUARE PA)

PA

10/25/2004 - 04/03/2007

LINCOLN FINANCIAL ADVISORS CORPORATION (PHILADELPHIA PA)

PA

10/25/2004 - 04/03/2007

THE LINCOLN NATIONAL LIFE INSURANCE COMPANY (PHILADELPHIA PA)

NY

01/01/1996 - 12/24/1996

CREDIT LYONNAIS SECURITIES (USA), INC. (NEW YORK NY)

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Licenses & Designations

BOTH

Issued 09/06/2006

Series 66 - Uniform Combined State Law Examination

BC

Issued 04/22/1996

Series 63 - Uniform Securities Agent State Law Examination

BC

Issued 02/23/2005

Series 24 - General Securities Principal Examination

BC

Issued 10/22/2004

Series 7 - General Securities Representative Examination

State Registrations

Active

Inactive

SRO Registrations

Disclosures

There are no public disclosures for Ronald Eliot Madey.
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