Madison Holbrook, CFP®, is a financial planner with Visionary Horizons, serving clients throughout East Tennessee from the Knoxville area, with satellite offices in Morristown and Harriman. He brings over 9 years of experience in banking and wealth management, and works with clients on retirement planning, tax planning services, and major life transitions such as career changes, inheritances, and business transitions.
Madison's clients are primarily hardworking East Tennesseans, including retirees and pre-retirees, business owners, and families who want a complete financial picture rather than a single product or account. As a Dave Ramsey SmartVestor Pro*, he helps clients and their spouses build confidence in their financial decisions, often working with people who have never sat across the table from an advisor before.
Madison is a graduate of the University of Tennessee with a degree in Finance. He is the son of an entrepreneur and grew up working in his family's business, a campground and marina on Cherokee Lake in Rutledge, TN, an upbringing that shaped his hands-on, no-nonsense approach to money and gave him a genuine connection to the everyday working families he serves.
Outside the office, Madison is active in his church and community, and can often be found fishing on Fort Loudon Lake, watching Vols football, or spending time with his wife Hyatt, their son Max, and their Golden Retriever Barron (named after the financial publication).
Who Madison typically works with: Hardworking families across East Tennessee, retirees and those approaching retirement, and business owners looking for tax-efficient planning and a long-term financial partner.
*The SmartVestor program is a directory of investment professionals. Neither Dave Ramsey nor SmartVestor are affiliates of Visionary Horizons Wealth Management or LPL Financial.