Mary Strickland

Mary StricklandCFP

Vice President

Madison Office
Phone: (608) 252-5714
Toll Free: (800) 937-8625
Email Me
One S. Pinckney St.
Ste. 600
Madison, WI 53703

Mary Strickland - Where Values Drive Wealth
Selected as a 2016 YWCA Women of Distinction Award Winner

I am a progressive financial planner who provides financial planning services for women and families who want to make a difference. My clients want their wealth to achieve goals that are both personal and global.
We can help you achieve your financial dreams
  • Women going through a divorce, job change, retirement, loss of spouse/partner
  • An entrepreneur working 24/7 to grow your business
  • Someone interested in socially responsible investing, matching their investments with their values
My clients are interested in the same three things
  • A financial plan that is consistent with their values
  • A plan that is easy to understand
  • An advisor who shares their values
Education plays an important role in my value to you. We host regular seminars on timely themes and understand the value of empowering and educating clients to take control of their finances.

Info: Women    ●       SRI   ●       Retire Well

Ellevate Presents
Impact Investing Breakfast: Investing with Your Values

Wednesday, May 24
8:00 - 9:00 a.m.
Baird, U.S. Bank, One South Pinckney Street, First Floor Conference Room
Continental breakfast will be provided.

Women on the Square
Be Informed- Be Engaged- Be Empowered
June 13th 5-7 pm - Baird Patio

R.S.V.P. to Jennifer Wolfe at 608-252-5736 or
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