M A D I S E N    K A R L S ON

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Madisen Karlson is an Associate Financial Planner at 2050 Wealth Partners, a virtual, fee-only financial planning and wealth management company that helps clients design the lives and legacies they deserve. 

As an Associate Financial Planner, Madisen gathers and analyzes data, conducts case studies, and uses her comprehensive financial planning skills to support the expertise of the Lead Advisors and provide value to clients. She finds fulfillment in helping individuals and families align their values with their finances.

 

Madisen believes strongly that financial planning should be available to all and is aligned in the goals of 2050 Wealth Partners to bridge the gaps of inequity in financial advice one person and one family at a time.

Madisen began her career at Vanguard and most recently served as a Voyager Financial Advisor, working one-on-one with clients, helping them confidently create and adhere to their financial goals. Madisen, a CFP® candidate, earned her B.S. in Personal Financial Planning  from Utah Valley University. Madisen’s passion for financial planning runs deep: while attending school full-time, she also worked part-time at local financial planning firms, volunteered as a tax preparer and financial counselor at the university's Money Management Resource Center, and served on the executive counsel of the college's Student Association.