A complete list of active advisors currently associated with Madison Park Capital Advisors, LLC

Warmer can help you find a great advisor at Madison Park Capital Advisors, LLC or one who fits your needs even better.

Madison Park Capital Advisors provides financial planning, consulting and discretionary and non-discretionary portfolio management to individuals (including high‑net‑worth clients), trusts, estates, charitable entities and small businesses, managing roughly $295 million for several hundred client relationships. Services include standalone financial plans, ongoing investment management, and advice on assets held outside custodians such as employer retirement plans, annuity contracts and 529 plans. The firm implements a two‑level asset allocation process that combines strategic allocation with a tactical overlay driven by fundamental, technical and cyclical analysis, and typically invests client assets across mutual funds, ETFs and individual securities. Where suitable for accredited investors, MPCA may recommend privately placed securities and, in limited cases, exposure to digital assets (with cryptocurrency exposure ordinarily accessed via publicly traded vehicles). MPCA’s supervised persons include registered representatives of Purshe Kaplan Sterling Investments and licensed insurance agents who may offer brokerage or insurance products under separate, commission‑based arrangements, and the firm discloses promoter/referral agreements that compensate third parties for client introductions. A firm principal also serves on the board of Vita Inclinata Technologies, Inc., in which a handful of clients hold shares, and MPCA does not vote client securities (clients receive proxies directly).

To learn more about the advisors currently working at Madison Park Capital Advisors, LLC, click on their names below to view their profiles, or click here to see them all on a map. Or, if you tell us about your needs, Warmer can help you find the best advisor for you.