Directory

Madolynn Morken — Wealth Advisor, SGK Wealth Advisors

Madolynn Morken is a dedicated and credentialed Wealth Advisor at SGK Wealth Advisors, a respected independent, fee‑only financial planning and investment management firm based in Leesburg, Virginia. With a passion for personalized financial guidance and a commitment to helping clients achieve financial confidence and peace of mind, Madolynn brings expertise and insight to every client relationship she serves.

Professional Background & Experience

Madolynn joined the SGK Wealth Advisors financial planning team in January 2022, where she works closely with individuals, families, and professionals to develop well‑rounded financial strategies tailored to each client’s goals. As a CERTIFIED FINANCIAL PLANNER™ (CFP®) and Certified Tax Specialist™ (CTS™), she combines comprehensive financial planning with tax‑aware strategies to help clients optimize their financial outcomes.

She began her career in finance in 2015 as a Client Service Associate at a registered investment advisor (RIA) in Maryland. Building upon this foundation, Madolynn advanced to a Wealth Advisor role at an RIA in Virginia, where she supported approximately 200 individuals and families and earned her CFP® certification. Her professional journey reflects a deep commitment to education, client service, and financial planning excellence.

Madolynn’s client‑first approach focuses on building long‑term relationships where complex financial decisions become understandable and actionable. She prioritizes clear communication, proactive planning, and customized solutions, helping clients navigate key milestones such as retirement planning, investment strategies, tax planning, and legacy objectives.

Education & Credentials

• Bachelor of Arts in Political Science — College of Saint Benedict

• CERTIFIED FINANCIAL PLANNER™ (CFP®) — CFP Board

• Certified Tax Specialist™ (CTS™) — Professional financial designation that enhances tax‑aware planning expertise

Madolynn combines academic grounding with professional certification to deliver robust financial planning and wealth management solutions that account for both long‑term goals and immediate tax‑efficiency considerations.

Company Overview: SGK Wealth Advisors

SGK Wealth Advisors (Steigerwald, Gordon & Koch Wealth Advisors) is a fee‑only fiduciary financial planning and investment management firm serving clients across Virginia, Maryland, Washington D.C., and beyond. The firm focuses on helping clients see a comprehensive picture of their wealth, align financial strategies with life goals, and achieve greater financial clarity and peace of mind.

As part of SGK’s team of experienced planners and portfolio managers, Madolynn contributes to a suite of services including:

• Comprehensive Financial Planning — holistic roadmaps aligned with life goals

• Retirement Planning — structuring plans for retirement income and future life stages

• Investment Management & Portfolio Strategy — customized portfolios designed around risk tolerance and long‑term growth

• Tax‑Efficient Planning — integrating tax‑aware strategies to help clients keep more of what they earn

• Estate & Legacy Planning Coordination — planning for wealth transfer and family goals

• Risk Management & Insurance Planning — evaluating protective strategies suited to client needs

SGK’s integrated process ensures clients receive clear guidance and ongoing support — from initial consultation through plan implementation and review — all while maintaining the firm’s core values of transparency, trust, and fiduciary responsibility.

Service Offering & Client Focus

Madolynn specializes in working with a wide range of client profiles, including:

• Individuals & Families seeking tailored financial plans

• Professionals & Executives focused on tax optimization and retirement readiness

• High‑Net‑Worth Clients interested in wealth preservation and legacy planning

• Business Owners requiring integrated planning around business and personal financial objectives

Her service philosophy centers on education, collaboration, and personalized strategy, ensuring clients feel supported and empowered as they work toward financial independence and security.

Value Proposition

Madolynn offers clients a rare combination of professional credentials, personalized focus, and trusted financial insight — backed by the strength and expertise of SGK Wealth Advisors. Her approach is grounded in:

✅ Comprehensive financial analysis tailored to individual goals
✅ Tax‑aware planning to enhance net income and optimize outcomes
✅ Collaborative, relationship‑driven service
✅ Commitment to fiduciary principles and transparent communication

Clients benefit from her ability to simplify complex financial concepts, develop strategic plans that evolve with life changes, and support confident decision‑making at every stage of the financial journey.

Contact & Professional Details

📧 Email: madolynn@SGKwealthadvisors.com
📞 Phone: 703‑777‑8826
📍 Office: 893‑A Harrison Street, S.E., Leesburg, VA 20175
🌐 Website: SGKwealthadvisors.com — SGK Wealth Advisors official site