Our Team

Steve Davis, CFP®

Founder & CEO



Steve Davis is the founder and CEO of Madison & Elm Wealth Management. Steve is a Certified Financial Planner (CFP®) with over 12 years of experience supporting clients in pursuing their financial goals. He meets with clients in-person or virtually, partnering with them and proactively sharing his expertise in order to maximize their opportunities. He has the support of a team of professionals at LPL Financial who are specifically equipped to handle the sophisticated needs of higher net worth clients.

As a former Division I athlete, Steve brings the same focus and dedication to his clients that allowed him to excel on the baseball field. Steve grew up in Cincinnati, Ohio before attending Kent State University on an athletic and academic scholarship. After graduating magna cum laude with a degree in finance and entrepreneurship, he spent two years as an equity trader. He has been serving clients nationwide ever since. Steve lives with his wife and two daughters in the western suburbs of Chicago.