A complete list of active advisors currently associated with Maura Madden Financial Planning
Warmer can help you find a great advisor at Maura Madden Financial Planning or one who fits your needs even better.
The firm provides financial planning to individuals, including high-net-worth clients, through comprehensive, project-based, and ongoing planning engagements. It delivers written or electronic financial plans and investment recommendations but does not custody or directly manage client investment accounts. Its investment guidance is informed by modern portfolio theory and typically emphasizes passive, asset-class-based strategies when recommending portfolios. The firm uses a project/hourly engagement model and provides implementation support—such as assisting with forms, communications with custodians, or coordinating with attorneys and tax professionals—while clients retain responsibility for account custody and ongoing monitoring. Notably, the firm does not offer portfolio management services or charge percentage-of-assets fees and reports no assets under management, relying instead on hourly billing in arrears. It also publishes occasional newsletters and offers educational workshops to the general public at no charge, services that are uncommon among similar independent advisers.
To learn more about the advisors currently working at Maura Madden Financial Planning, 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.
Name |
Location |
Years of experience |
|---|---|---|
Seattle, WA
| 5
|
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For advisor listings, we rely on sources including public filings and data provided by advisors, and we cannot guarantee that all information is current or accurate. Advisors are independent and may not have reviewed or updated this information. Please review an advisor's Form ADV and do your own diligence before deciding whether to work with them.
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