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    Moon, Schwartz & Madden

    2.0 (37 reviews)

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    Ask the Community - Moon, Schwartz & Madden

    Review Highlights - Moon, Schwartz & Madden

    I have hired John Madden to provide 3 separate services to include two QDROs and one pension valuation.

    Mentioned in 6 reviews

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    Robin Patin, CFP,  CPWA

    Robin Patin, CFP, CPWA

    (10 reviews)

    Robin Patin is very tuned into the existing market in light of all the recent economic turmoil and…read moreknowledgeable about what investment and retirement options make sense for small business owners to help them and their employees save for retirement. Robin looks for the easiest and most cost effective solutions for her clients. I appreciated her honesty and candor when explaining whether or not an option will work or if there is an easier and cheaper solution to resolve the issue. She can provide comprehensive and holistic financial planning that includes gathering and presenting options around savings, insurance, retirement, business structures, taxes and providing valuable advice and insight that integrates all of these areas together. I wholeheartedly refer Robin to all my friends and colleagues who need help making important financial planning decisions. --David Kersten, Small Business Owner, Wide Angle Media (www.davidmkersten.com)

    Robin has been great as my financial advisor. I've not been the best with money, and I'll be…read morecompletely honest about that. It's been comforting to work with her to build out a plan towards retirement. Edward Jones has a good structure in place, so I have to check in with her at certain times to review and get updates. I've also had some hard times recently. Robin was able to work with me in those situations, and that's great because it's wonderful to be able to rely on yourself when you can. A perk is when I call I get a real person and not some automated and annoying phone line. With those systems, by the time you get to a person, you're just exhausted. With Robin, I get her or her assistant. Phone trees are annoying and money can be stressful. I prefer this personal touch. I highly recommend her.

    Tiffany Groode - Dave Ramsey certified financial coach

    Tiffany Groode

    (26 reviews)

    Uptown

    I have been working with Tiffany for 4 years on my personal finances. I can tell you straight out,…read moreI would not be where I am right now without her! I am completely organized with an excel sheet that covers incoming/ outgoing expenditures so that I am set up for recurring items, as well as prepared for one-offs. My credit cards are paid off and I have a significant sum of money in my savings (something I hadn't been able to do before). I have separate accounts such as my "weekly allowance" for things like gas, groceries, movies, etc where I can track day to day where I stand; a Vacation fund, an Emergency account, etc. It's very convenient to meet on zoom on a periodic basis to keep things lined up and flowing smoothly. The relief of knowing where I stand financially on an ongoing basis is priceless! Not to mention that she is such an easy person to work with; smart and experienced beyond general personal financial management.

    Where to start? I guess by saying that Tiffany "saved" me, well she saved me loads in credit card…read morefees and saved me from so much stress! My husband had died 2 years prior and I inherited his business and some of his debt, in the grief-fog I had been making the most of those dam credit cards. I was over $100k in debt, multiple credit cards some at 30% APY and my credit score was shot. I had held off going to a financial advisor for 2 reasons - 1. I thought I knew how to get out of debt - cut up credit cards and make payments - simple (wrong). and 2. It seemed weird to spend more money when you're already in debt. But I'm so glad I did! Tiffany and her knowledge and non-judgemental approach was worth every penny (and more tbh). Tiffany provided clarity and a kick up the butt to get my debts down. Not only focusing on what I can do now, but what I can also do in the future to prevent getting in debt again. Its been over 2 years since I first met Tiffany and I can say I am debt free, credit cards are at $0 balance and low APR and my credit score is crushing it! I plan to go back to Tiffany to work on my next stage of financial growth. Do it - you will be pleased that you did!

    Moon, Schwartz & Madden - financialadvising - Updated September 2026

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