Madison Sharick

Madison Sharick, CFA, CFP is a flat-fee, advice-only financial planner who works with women pursuing financial independence.

Madison's latest articles

Trump Accounts for Kids

Trump Accounts for Kids – Pros, Cons, and Other Investing Options

When I saw the news that Trump accounts for kids were launching in the U.S. on July 5th, 2026, I’ll admit I was skeptical. As a financial planner and mom of two young girls, I have a good handle on the existing tax-smart investing options for kids. I couldn’t imagine what other financial-account tools American…

Family Finance Areas of Focus

  • Financial Independence
  • Investing
  • Estate Planning
  • Generational Wealth

Education and Credentials

  • CFP
  • CFA
  • BS, Finance, University of Pittsburgh
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