John Madden
EP Wealth Advisors
Vice President
John Madden
EP Wealth Advisors
Vice President
As a fee-only financial planner, my focus is to offer unbiased financial advice to help you achieve your life goals. - John Madden
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John Madden is a Berkeley, CA fee-only financial advisor serving clients locally and across the country. EP Wealth Advisors provides comprehensive financial planning, tax planning, and investment management to help individuals, couples, families, and small businesses organize, grow and protect their assets through life’s transitions. As a fee-only, fiduciary, and independent financial advisor, John Madden is never paid a commission of any kind, and has a legal obligation to provide unbiased and trustworthy financial advice.
Informed Investor Reports, Client Education Webinars, Articles and Checklists
EP Wealth Youtube Channel with additional commentary
John Madden has more than 23 years of personal financial planning and investment management experience. He joined the EP Wealth Advisors team in 2021. John is a licensed California Insurance Agent and holds a Certificate in Personal Financial Planning from UC Berkeley Extension. His clients are goal focused and planning driven, and bring mindfulness to wealth to improve their outcomes and lives. John ensures clients understand that the key to growing wealth is the relative difference between income and expenses. His greatest satisfaction from working in wealth management is when clients completely understand their financial plan and take ownership of it. John’s recreational activities include reading, walking and spending time with his family. He’s also involved with Leadership East Bay, a cross-sector professional development training initiative.
EP Wealth Advisors is a fee-only registered investment advisory and financial planning firm headquartered in Torrance, California. EP Wealth manages over $16.1 billion in AUM as of December 31, 2022. With offices from coast to coast, EP Wealth combines the resources of a large firm with a local approach to provide client-centric financial planning, wealth management and investment management services to individuals and businesses. EP Wealth continues to grow and enrich the lives of our clients and team and has been recognized as a leader in the RIA space by multiple financial and industry publications, including Barron's 2022 list of top RIA’s, Financial Planning’s top firms of 2022, and many more at both the national and regional level. The firms Torrance headquarters has been named a Best Place to Work by the Los Angeles Business Journal, and several advisors and functional leaders have been named to varied "Best", "Rising Star" and "40 Under 40" lists.
Fee-Only, Fiduciary, Independent: Three Important Criteria to Consider When Choosing a Financial Advisor.
Specialties
- Comprehensive Financial Planning
- Retirement Income Planning
- Investment Management
- College Education Planning
- Tax Planning
Ideal Clients
- Retirees and Near Retirees
- Growing Families
- Business Owners and Executives
- Sudden Money Situations
- Novice Investors
Working Together
- In-Office Meetings
- Virtual Meetings
- Clearly Defined Fees
- No Product Sales
- Complimentary Initial Consultation
Contact John Madden
Office Locations:
-
2150 Shattuck Avenue
Suite 700
Berkeley, CA 94704
