Tony Madsen, CFP® NewLeaf Financial Guidance LLC

About Tony Madsen, CFP®

Nothing is more important to me than my faith, family, and friends. On a daily basis I strive to be the best father and husband possible.

My beautiful wife, Michelle, and I are proud parents of our son, Carsten. We enjoy traveling with friends and spending as much time as we can with our ever-changing son. Carsten is a typical two-year-old boy. He loves building (and subsequently smashing) things, “reading” books, wrestling with dad, and baking with mom.

I have a passion for working with my clients. I believe in using my financial planning expertise to simplify complex topics to help my clients gain understanding of their situation. My education-first style helps my clients to fully understand the reason why a strategy makes sense prior to implementation. Regardless of your style, from do-it-yourselfer to delegator, I am able to guide you through making financially wise decisions.

Prior to founding NewLeaf Financial Guidance LLC, I spent the first eight years of my career working for the largest financial planning company in the United States. I held positions in customer service, financial planning sales consulting, product management, and finally as a financial advisor. My experience has proved invaluable as I have worked with clients from all walks of life.

 

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Disclosure

The annual XYPN membership fee paid by this firm is in consideration of a variety of services and benefits provided by XYPN to its advisor members - including the ability to be listed in this Directory. For a complete description of current XYPN member benefits, please refer to the Membership Benefits section of this website. For current membership pricing, please refer to the Pricing section.

XYPN, due to the compensation it receives from advisors in the form of the annual membership fee, has an incentive to list only these such advisors in the Directory. This creates a material conflict of interest.

Ideal Clients

  • Entrepreneurs
  • Gen X
  • Medical Professionals
  • Young Professionals

Ways Advisor Charges

  • Monthly Fee
  • Quarterly Fee
  • Hourly

Fee Options

  • Hourly Fee: $250/hr
  • Monthly Fee: $100+/mo
  • Quarterly Fee: $300+

SEC Records

Disclosure

The annual XYPN membership fee paid by this firm is in consideration of a variety of services and benefits provided by XYPN to its advisor members - including the ability to be listed in this Directory. For a complete description of current XYPN member benefits, please refer to the Membership Benefits section of this website. For current membership pricing, please refer to the Pricing section.

XYPN, due to the compensation it receives from advisors in the form of the annual membership fee, has an incentive to list only these such advisors in the Directory. This creates a material conflict of interest.

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