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  • 15050 Avenue of Science • Suite 150 San Diego, CA 92128
  • Ph: 888.627.7323 | Fax: 858.207.1789
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Searching for an advisor-centered broker-dealer?

As a financial advisor, your primary goal is bringing your clients the most innovative investment strategies and services available. As a broker-dealer and RIA, our key concern is helping financial advisors across the nation succeed with that goal.

Founded in 2005, Madison Avenue Securities (MAS) has redefined what it means to be supported by a full service, independent broker-dealer and registered investment advisor. You and your clients can count on us to:

  • Provide concierge-level service so you and your clients have the best possible experience
  • Act as an advocate for you and your clients in all financial matters
  • Provide customized investment solutions
  • Provide collaborative, results-oriented support for your financial services practice

Get to know us. You’ll be impressed by our culture of personal attention, professionalism, and partnership.

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Traditional vs. Roth IRA

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The Lowdown on Those Free Credit Scores

The Lowdown on Those Free Credit Scores

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Insurance Needs Assessment:When You're Married With Children

When you’re married and have children, insurance needs will be different.

What Is a Roth 401(k)?

Roth 401(k) plans combine features of traditional 401(k) plans with those of a Roth IRA.

Required Reading: The Economic Report of the President

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Put It in a Letter

A letter of instructions provides additional and more personal information regarding your estate.

TIPS for Inflation

If you are concerned about inflation and expect short-term interest rates may increase, TIPS could be worth considering.

Choices for Your 401(k) at a Former Employer

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Can I Refinance My Mortgage?

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My Retirement Savings

Estimate how long your retirement savings may last using various monthly cash flow rates.

What Is My Life Expectancy?

Estimate how many years you may need retirement assets or how long to provide income to a surviving spouse or children.

How Compound Interest Works

Use this calculator to better see the potential impact of compound interest on an asset.

A Look at Systematic Withdrawals

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What Is My Risk Tolerance?

This questionnaire will help determine your tolerance for investment risk.

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Managing Your Lifestyle

Using smart management to get more of what you want and free up assets to invest.

5 Smart Investing Strategies

There are some smart strategies that may help you pursue your investment objectives

Principles of Preserving Wealth

How federal estate taxes work, plus estate management documents and tactics.

Tax Management Strategies

Learn more about taxes, tax-favored investing, and tax strategies.

Investment Strategies for Retirement

Investment tools and strategies that can enable you to pursue your retirement goals.

Long-Term-Care Protection Strategies

The chances of needing long-term care, its cost, and strategies for covering that cost.

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Keeping Up with the Joneses

Lifestyle inflation can be the enemy of wealth building. What could happen if you invest instead?

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Agent Jane Bond is on the case, covering how bond laddering works.

What Smart Investors Know

Smart investors take the time to separate emotion from fact.

Extended Care: A Patchwork of Possibilities

What is your plan for health care during retirement?

The Rule of 72

Do you know how long it may take for your investments to double in value? The Rule of 72 is a quick way to figure it out.

When Special Care Is Needed: The Special Needs Trust

A special needs trust helps care for a special needs child when you’re gone.

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