Why NewLeaf
We believe that financial advisors deserve the same clarity, confidence, and empowerment that they provide to their clients. Too often, advisors who have built successful firms find themselves at a crossroads—wondering, is this it? They’ve endured the grind, achieved industry success, and yet, something still feels unsettled. We exist to help them move beyond financial success to a life of purpose, balance, and fulfillment.
We start by listening—truly listening. We create space for our clients to step back from the daily noise and define what a great life looks like for them. Together, we explore their vision, uncover what might stand in the way, and identify meaningful actions to help bring that vision to life. Through thoughtful guidance and a structured yet flexible approach, we help advisors align their wealth with what matters most—so they can move forward with clarity and confidence.
Our collaborative process is designed specifically for high-performing financial advisors and their families. We provide the space, structure, and guidance to help them gain clarity on what truly matters, navigate the complexities of their wealth, and take intentional steps toward a more fulfilling life. By blending deep conversations with smart financial strategies, we help advisors move forward with confidence—ensuring their success feels as good on the inside as it looks on the outside.
Tony Madsen, CFP®
As the Founder of NewLeaf Financial Guidance, I help RIA firm founders—whether you're still in the solo grind or leading a thriving enterprise—and their families gain clarity, confidence, and control over their life and finances. My approach isn’t just about numbers—it’s about aligning financial decisions with what truly matters, allowing you to live with intention and fulfillment.
Let’s be real—advisors dedicate themselves to helping others build great lives but often neglect their own financial well-being (cue the overused “cobbler’s children have no shoes” cliché). I create a space where advisors and their significant others (if applicable) can engage in meaningful reflection and conversation about what’s truly essential for living a great life. From there, we identify potential roadblocks and define a path forward. The result? A plan that reflects their values and aspirations—a life well-lived, a life rich in purpose, an aligned life.
Outside of work, I find fulfillment in family, community, and adventure. Michelle and I are raising two energetic boys, Carsten and Simon, who keep me on my toes. Whether I’m coaching youth sports, serving as a member of the local volunteer fire department, or spending time outdoors, I stay engaged in the things that give me energy and bring me joy. You’ll often find me upland bird hunting with our Deutsch Drahthaar, Doc, fishing, hiking, traveling, or embracing the ultimate Minnesota tradition—spending time at the lake.
More Time For You
Delegating your own financial planning will free up valuable time. Focus on growing your firm and living the life you’ve worked so hard to create—we’ll handle the rest.
Fiduciary Responsibility
You guide your clients toward financial clarity—now it’s your turn. We provide tailored guidance to help you simplify your own finances and focus on what truly matters.
Align Your Business & Life
As an advisor, you know the importance of balance. We go beyond traditional financial planning to ensure your personal and business finances work together.
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!
