Pierce, Madej & Associates

Merrill Lynch Wealth Management
2021 Spring Road
Suite 700
Oak Brook, IL 60523
(630) 954-6323
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We know our clients exceedingly well. In fact, due to the nature of our relationships, we feel like family advisors, as much as financial advisors. We believe that says more about what clients can expect than we could say ourselves.
Pierce, Madej & Associates
Merrill Lynch Wealth Management
Welcome

At The Pierce Madej Group, we do not define clients by the value of their assets – but by their priorities, passions and aspirations. Spanning various life stages, professions, and the wealth continuum, many are in their peak earning years or nearing a well-deserved retirement.

Who do we serve? Successful attorneys, physicians, dentists, business owners (some with 401k plans) and generations of families residing in Chicago, throughout Illinois, and more than 25 other states. Many longtime clients have become our close friends.

While distinct in their talents and achievements, our typical clients come to us by way of referral, with money and lives in motion and little time to manage the details. Often a promotion or other life event creates the need for a more nuanced wealth management strategy.  

As our clients will tell you, we don’t make “cookie cutter” assumptions. Instead, we make time to appreciate what’s on their minds and in their hearts. Working closely with both spouses, we ask about their children’s college ambitions and careers, for example, or an elderly parent – helping ensure that recommendations address the needs of multiple stakeholders in the short- and long-term.

Put simply, we listen to clients like a friend, and care for them like family. A hallmark of our approach is the comprehensive planning process that initiates each client relationship and continues over time.

To learn, we ask questions – some expected, some not: “How is money handled in your family? What types of financial lessons have you taught your children? Who are you responsible for? What’s important to you? If money were no object, what would you be doing? What’s your biggest investment win and loss? What role would you like us to play?”

Based on direction for asset allocation from our Chief Investment Office – and our understanding of each client’s’ comfort with risk, investment timeline, liquidity needs and goals – we will formulate a client’s portfolio with what may include common stocks, ETFs, variable annuities and CDs (for income), and alternative investments* (hedge funds, real estate and other non-correlated assets).

Whether we create a growth-oriented portfolio for a younger client or a “retirement paycheck” portfolio with predictable distributions for another, we are tax-sensitive and account for several factors including inflation, interest rates and rising health care costs.

To align tax minimization and estate planning strategies, we can coordinate with clients’ CPAs and attorneys. We can also introduce our firm’s trust specialists and offer residential and securities-based lending, as well as practice management solutions for physicians through Bank of America. For business owners, we assist with capital management accounts and other solutions that can optimize cash flow.

Our clients’ achievements and values have led to financial and personal success. Through the years, we’ve shared their best and worst days, at wedding and anniversary parties, and at funerals. We are proud to help manage the wealth of clients who inspire our best efforts – responsibly and in the most respectful manner. 



*Some or all alternative investment programs may not be in the best interest of certain investors. No assurance can be given that any alternative investment’s investment objectives will be achieved.

About Us
Philosophy

We believe the best financial approach is the one that helps you pursue your goals. That's why, from the start, we talk about your aspirations and encourage you to ask questions about issues that matter most to you. Calculating how to manage future health care expenses? College on the horizon? Considering the sale of a business or purchase of a home? Preparing to pass your wealth to future generations? It all starts with a plan intended to help you manage, grow, and preserve your wealth today, while also considering the impact it can have for years to come. With access to the investment insights of Merrill and banking solutions from Bank of America, We will work with you to develop an approach designed to help address your financial needs.

Meet Our Team
Matthew Pierce,

CRPC™

Senior Vice President, Wealth Management Advisor
630.954.6323
Alan Madej,

CFP®, CPFA™

Senior Vice President, Wealth Management Advisor
630.954.6273
Ashley A Morris
Wealth Management Client Associate
630.954.6311
Additional Resources
The following specialists do not make securities recommendations. Please contact your Merrill Lynch Wealth Management Advisor if you have questions about how a specialist might be able to assist you.
Lina Valdez
Wealth Management Banking Specialist
Merrill
Nicholas C Ostrander
Senior Wealth Management Lending Officer
Bank of America, N.A.
NMLS #544099
About Merrill

Bringing fresh perspectives to your financial life

The financial decisions you make today can help determine the future you build for yourself and your family. Carving a clear path forward starts with connecting your life and finances. A Merrill advisor provides access to the investing insights of Merrill and banking capabilities of Bank of America to help you make informed decisions as you pursue your goals.

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Chartered Retirement Planning Counselor™, CRPC™, and the CRPC™ logo are certification marks or registered certification marks of The College for Financial Planning Institutes Corp. in the United States.
Certified Financial Planner Board of Standards, Inc. (CFP Board) owns the certification marks CFP®, CERTIFIED FINANCIAL PLANNER™, and the CFP® (with plaque design) in the United States, which it authorizes use of by individuals who successfully complete CFP Board’s initial and ongoing certification requirements.