CMPD Wealth Advisory and Tax

Professional Services • Madison, Wisconsin, United States • 11-20 Employees

Company overview

Headquarters	525 Junction Rd, Suite 6500, Madison, Wisconsin 53717, US
Websites	cmpdadvisors.com yaegeradvisory.com
NAICS	54
Keywords	Wealth Management, Payroll Services, Accounting Services, Financial Planning, Tax Preparation, Risk Management Strategies, Cfo Advisory, Estate & Legacy Planning, M&A Readiness, Business Transition Consulting, Strategic Growth Advisory, Tax Strategy & Planning, Business Owner Advisory, Cash Flow & Liquidity Planning
Founded	2024
Employees	11-20

Key Contacts at CMPD Wealth Advisory and Tax

Joel Yaeger

Founder & Ceo

Genevieve Herkert

Director Of Outsourced Accounting Services

Griffin Kalepp

Co-Founder And President

Evan Stich

Managing Director - Wisconsin

CMPD Wealth Advisory and Tax Email Formats

CMPD Wealth Advisory and Tax uses 2 email formats. The most common is {first name} (e.g., john@yaegeradvisory.com), used 81.8% of the time.

Format	Example	Percentage
{first name}	john@yaegeradvisory.com	81.8%
{first initial}	j@yaegeradvisory.com	18.2%

About CMPD Wealth Advisory and Tax

Who We Are CMPD Wealth Advisory and Tax is a modern financial services firm built on the principle that clarity creates confidence. We bring tax, wealth, accounting, and M&A readiness together under one roof, delivering integrated strategies that help clients pursue their goals with confidence. What We Do Unlike traditional firms that add services as an afterthought, CMPD was designed from the start to be integrated. Our planning-first approach ensures every decision - whether tax, investment, or accounting - is aligned around both your business and financial goals. Why It Matters Life doesn’t happen in silos, and neither should your financial strategy. By coordinating services and leveraging leading edge tech, we simplify complexity and free you to focus on what matters most. Our Mission To help clients build, protect, and grow wealth through proactive, personalized guidance and delivered by a team that values relationships as much as results. Ready to learn more? Reach out to us today and discover how CMPD can help you plan with clarity and confidence.

CMPD Wealth Advisory and Tax revenue & valuation

Annual revenue	$1,197,770
Revenue per employee	$86,000
Estimated valuation?This valuation is estimated based on industry average for the Professional Services industry and current estimated revenues	$3,900,000
Total funding	No funding

Employees by Management Level

Total employees: 11-20

Seniority

Employees

Manager

Senior

C-Suite

Employees by Department

CMPD Wealth Advisory and Tax has 11 employees across 3 departments.

Departments

Number of employees

Funding Data

CMPD Wealth Advisory and Tax has never raised funding before.

Frequently asked questions

CMPD Wealth Advisory and Tax is located in Madison, Wisconsin, US.

CMPD Wealth Advisory and Tax was founded in 2024, making it 2 years old. The company has established itself as a significant player in its industry over this time.

CMPD Wealth Advisory and Tax has approximately 11-20 employees. The company continues to grow its workforce to support its business operations and expansion.