About Us
At NewLeaf, we work with RIA business owners aged 30 to 50 with over $500k+ in revenue. We understand it's easy to get caught up in the numbers, but your values and goals matter more—for you and your spouse. We help you with evidence based planning,
Tony Madsen, CFP®
Founder, Switchboard
Family is the foundation of everything I do—both in life and in business. As the Founder of NewLeaf Financial Guidance, a fee-only, fiduciary financial planning firm, I specialize in helping Registered Investment Advisors (RIAs) and their families take control of their finances in a way that aligns with their personal values.
My approach is simple: as advisors, we excel at guiding our clients but often overlook our own financial well-being. My goal is to give RIAs the same opportunity for thoughtful, evidence-based planning, empowering them to prioritize their financial futures just as they do for others. I focus on creating the space for advisors and their significant other (if applicable) to explore their own personal finances—opening up conversations that lead to greater clarity and confidence for themselves and their families.
Outside of the office, I’m a dedicated family man. My wife, Michelle, and I are raising two energetic boys, Carsten and Simon, who constantly keep us on the move. Whether I’m coaching youth sports, serving as a volunteer firefighter, or spending time outdoors, my personal passions reflect my commitment to family and community. I enjoy upland bird hunting with our Deutsch Drahthaar, Doc, fishing, hiking, traveling, and, like any true Minnesotan, spending time at the lake—a family tradition.
Evidence-Based
We leverage data and research to diversify your portfolio, ensuring it’s built on proven strategies that align with your business goals.
Fiduciary Responsibility
As fiduciaries, we prioritize your best interests, offering unbiased advice and recommendations that empower you to focus on your clients.
Transparent Practices
We prioritize transparency by clearly communicating our fees and providing thorough explanations of your financial plan, so you know where you stand.
We Offer Financial Advice Across the U.S.
We're based out of Redwood Falls, Minnesota and are proud to have clients all across the United States. We would love to connect with you and see if we're a fit!
