Madison Wallace

Madison is a Wealth Advisor at BentOak Capital, working primarily from the firm’s Fort Worth office. In her role, Madison partners with families and professionals to develop comprehensive financial strategies designed to support their long-term objectives and desired lifestyles. She believes effective financial planning blends thoughtful strategy with clear communication, empowering clients to make informed decisions with confidence at every stage of life and career. In addition to her client-facing work, Madison plays an integral role in advancing BentOak Capital’s strategic initiatives. She is responsible for overseeing the firm’s internship and externship programs, supporting the trading and investment operations, and developing scalable workflows and processes that enhance efficiency and consistency across the organization.

Madison is committed to giving back and serving the community. She currently serves as Secretary of the Texas Tech University School of Financial Planning Alumni Advisory Board, as well as Secretary and Marketing Committee Director for Fairway to Heaven. She is also a member of the Women’s Policy Forum of Tarrant County, Fort Worth Chamber of Commerce, and serves as a voting member of BentOak Capital’s Investment Committee. Her previous leadership roles include Treasurer for the Women’s Policy Forum of Tarrant County, Investment Committee member for the Girl Scouts of Texas Oklahoma Plains, Director for the DFW Chapter of the Financial Planning Association NexGen Committee, and Director of the DFW Chapter of the Financial Planning Association Career Development Committee.

Madison graduated cum laude from Texas Tech University in 2017 with a Bachelor of Science in Personal Financial Planning. She is a CERTIFIED FINANCIAL PLANNER® practitioner.

Outside of the office, Madison enjoys spending time at the lake, reading, traveling, and helping out on her family’s ranch in Bowie, TX.