Madeline Mcivor
Advisor at Boldin Advisors — Pittsburgh, PA
Data sourced from SEC public records (and other sources when available). Some details may be added by the advisor after claiming their profile. Refreshed daily • Updated today.
Data sourced from SEC public records (and other sources when available). Some details may be added by the advisor after claiming their profile. Refreshed daily • Updated today.
Credentials
CFP®, Series 66
Experience Industry experience
10 years
Location
Pittsburgh, PA
Boldin Advisors
Team
Madeline McIvor is a CFP® with 10 years of industry experience, currently serving as an investment advisor representative at Boldin Advisors, NewRetirement Advisors LLC, and Core Planning. Her career includes roles at Facet, Cahaba Wealth Management, and TrueWealth. She divides her time between NewRetirement and Core Planning, working primarily from Pittsburgh, Pennsylvania. Boldin Advisors provides financial planning and consulting services to individuals, trusts, estates, and small businesses, focusing on retirement-account guidance and investment consultations. The firm employs Modern Portfolio Theory in constructing diversified portfolios, using low-cost index mutual funds and ETFs, and operates as a fee-only adviser without discretionary authority over client accounts.
Based on Boldin Advisors
Fixed engagement fees up to $6,000
$300 to $475 per hour
Fee-only: Ongoing engagement fees up to $6,000 annually (negotiable); Hourly fees $300 to $475 per hour; Fixed engagement fees up to $6,000 (negotiable)
Pittsburgh, PA
Pittsburgh PA
Advisors at this office
1
Missouri · Pennsylvania · Texas
10 years of industry experience
NewRetirement Advisors LLC d/b/a Boldin Advisors
2025 - Present • 1 year
Pittsburgh, PA
Uprise
2025 - 2026 • 1 year
San Francisco, CA
Core Planning d/b/a Arden Financial LLC
2025 - Present • 1 year
Pittsburgh, PA
Unemployed
2024 - 2025 • 1 year
Pittsburgh, PA
Facet
2020 - 2024 • 4 years
Baltimore, MD
Cahaba Wealth Management, Inc.
2017 - 2020 • 3 years
Atlanta, GA
TrueWealth
2015 - 2017 • 2 years
Atlanta, GA
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Bank
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Trust company
They provide trust and estate administration services, typically for separate fees.
Fund sponsor
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Accountant / CPA / tax prep
They offer tax and accounting services, typically for separate fees.
Lawyer
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Real estate agent
They facilitate real estate transactions and may earn commissions.
Other specialized services
They may provide services such as pension consulting or municipal advisory work, typically for separate fees.
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