M A D I S E N K A R L S ON
Madisen Karlson, CFP®, is a Lead Financial Planner at 2050 Wealth Partners and a trusted guide to her clients on their unique financial journey. She equips values-oriented individuals and families with the tools, advice, and education they need to confidently forge their own path.
Madisen believes in going beyond traditional planning. She helps you design a life and legacy woven with your deepest values, a roadmap for financial well-being built on the principle of R.E.A.L. care:
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Respect: Honoring your life and money with reverence and care.
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Empathy: Listening openly and intently to your unique financial story.
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Acceptance: Exploring your current situation with honesty and curiosity.
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Love: Celebrating each step you take towards achieving your goals.
This approach stems from Madisen's own experiences. During her time at Vanguard in the Personal Advisor Services, she served clients across the US, from young families to seasoned investors. It was there that her passion for empowering those underserved by traditional financial services solidified.
A firm believer in financial planning for all, Madisen champions 2050 Wealth Partners' mission to bridge the gaps of inequity in financial advice. This commitment extends beyond her work. She proudly serves on the Board of her alma mater, Utah Valley University, where she previously helped students through the Money Management Resource Center and volunteered as a tax preparer. Today, she mentors the next generation of financial planners, ensuring her passion for financial inclusivity continues to flourish.