Madison Sharick
Advisor at Nectarine
Updated today
Data sourced from SEC public records (and other sources when available). Some details may be added by the advisor after claiming their profile. Refreshed daily • Updated today.
About
I created Madi Manages Money using what I’ve learned working as an investment analyst and financial planner over the past decade. I’m proud to hold both the Chartered Financial Analyst (CFA) and Certified Financial Planner (CFP®) designations. Unlike most money experts and #finfluencers you find on TikTok, I’ve made investment decisions with billions of dollars at my day job.
Everything changed when I gave birth to my daughter. Like you, I wanted to provide for her in every sense of the word, including financially. It occurred to me that other moms feeling the same drive could use help acting on it because it seems the parenting books forgot the chapter on what to do with your money. Let me help you lead your family to financial success. - Madi
What you can expect from me:
Simplicity: I believe the financial industry overcomplicates matters; simple yet effective strategies can result in substantial progress.
Integrity: Pursuing designations like CFA & CFP shows my commitment to high professional standards.
Accountability: I expect clients to take action on my recommendations for financial success.
Authenticity: Being my true self empowers others, especially younger women seeking advice.
Expertise
Based on Nectarine
General retirement planning
Income planning
Life insurance needs analysis
Cash flow / budgeting
Demographic focus
Women Professionals
Young Families
FIRE (Financial Independence Retire Early)
Gen Y/Millennials (Born 1980-1995)
Fee options
0%
$2,500 to $8,500 based on complexity
$400
$350 to $500 based on complexity
I am an advice-only planner, meaning you do not need to move assets to me. I do not charge on them.
Location
Murrysville, PA
Most active in
Madison S has reported serving >5 clients in these states in the last 12 months.
Pennsylvania · Texas
Work history
Nectarine
2024 - Present (2 years)
Madi Manages Money LLC
2022 - Present (4 years)
PNC Investments
2020 - 2022 (2 years)
PNC Investments
2017 - 2020 (3 years)
Fragasso Financial Advisors
2016 - 2017 (1 year)
LPL Financial, LLC
2016 - 2017 (1 year)
Disclosures
Disclosures include customer complaints, regulatory actions, employment terminations, bankruptcies, and certain legal protections.
Exclamation point means they have disclosures of this type. Check mark means no disclosures of this type were found.
Business activities & affiliations
These affiliations may expand the services this firm offers and, in some cases, how they are compensated.
Is not active or affiliated with:
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Insurance agent
They sell insurance products and may earn commissions on those sales.
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Broker-dealer / trader
They provide brokerage services and may earn transaction-based compensation in addition to advisory fees.
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Bank
They're affiliated with a bank that may offer its own financial products and services.
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Trust company
They provide trust and estate administration services, typically for separate fees.
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Fund sponsor
They manage or sponsor investment funds and may earn management or performance-based fees if clients invest in them.
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Accountant / CPA / tax prep
They offer tax and accounting services, typically for separate fees.
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Lawyer
They provide legal services, typically billed separately.
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Real estate agent
They facilitate real estate transactions and may earn commissions.
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Other specialized services
They may provide services such as pension consulting or municipal advisory work, typically for separate fees.
Grant K
Verified by Warmer
Series 7, Series 66
La Mesa, CA
OSAIC
Grant Knox has been a Financial Advisor since 1994 and holds the following registrations and licenses: General Securities, California Life and Health Insurance, and California Real Estate and Mortgage Lending. A Southern California native, Grant excels at strategies for financial health and wealth that are attainable and effective. He is passionate about helping others achieve financial success and exceed their goals. He is a certified Kingdom Advisor, able to offer counsel on the integration of a Biblical worldview into financial practices. He holds the Certified Plan Fiduciary Designation (CPFA), designating expertise in company retirement plans. He holds a Bachelors degree from Evangel University and a D.Min. from Summit Bible College. Grant lives in La Mesa with his wife, Nicole and their son Noah. He loves to travel, active in his church, is a voracious reader and an avid soccer fan, having played on and managed recreational soccer teams for over 30 years.
Scott S
Series 63, Series 65
San Diego, CA
Conscious Investment Services, LLC
Frederick P
Series 65
Poway, CA
Pearson, Frederick, Norman Jr.
Lee T
Series 65
San Diego, CA
HEDGEWISE
Kyle T
ChFC®, Series 66
La Mesa, CA
Tweet Management Services, Inc.
Rajiv R
Series 63, Series 65
San Diego, CA
Colva Capital LLC
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