Madeline Napier, CFP®, MBA Minerva Wealth Planning, LLC

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About Madeline Napier, CFP®, MBA, QKA, FSRI

Maddi earned a Bachelor of Arts from The Ohio State University and a Master of Business Administration from Capital University. A CERTIFIED FINANCIAL PLANNER®, she passed the Series 65 exam and has been working in the financial services industry for 10 years. She earned the Qualified 401(k) Administrator (QKA) designation as well as her Fellow, Secure Retirement Institute (FSRI) designation. She is a member of the Financial Planning Association, the American Society of Pension Professionals and Actuaries and is a Steering Committee member of United Way’s LINC organization.

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Ideal Clients

  • Coronavirus Relief
  • Entrepreneurs
  • Gen Y/Millennials
  • HENRY
  • Small Business

Ways Advisor Charges

  • Monthly Fee
  • Flat Fee
  • Hourly

States Registered

  • Ohio

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