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.

 

Contact this advisor

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

States Registered

  • Minnesota

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