Madden Advisory Services, Inc.

Madden Advisory Services serves individual investors (including high‑net‑worth clients), trusts, estates, retirement plans, and other entities, providing financial planning, discretionary portfolio management, model portfolio programs, and pension consulting. Its offerings include the F.O.C.U.S. Wealth Management program for custom portfolios with integrated financial planning and the SAIL Asset Management program of ETF- and mutual fund–based model portfolios, plus modular planning and consulting engagements.

The firm implements discretionary strategies with ongoing supervision, rebalancing, and restructuring, drawing on a mix of analytical methods such as fundamental, technical, charting, cyclical analysis, and modern portfolio theory to design portfolios. Madden acts as a fiduciary for retirement and non-retirement accounts, follows PTE 2020‑02 guidance for IRA rollover advice, and documents regular reviews (quarterly for F.O.C.U.S. clients; annual for SAIL accounts).

Noteworthy features include managing roughly $291.7 million in discretionary assets with a two-advisor team across about 331 client relationships and offering both a high-touch, planning‑inclusive advisory program and a lower‑cost automated model option, a combination not always seen at this advisor scale. The firm also discloses the use of endorsements and client testimonials in its advertising, a practice that is statistically uncommon among similarly supported firms.