Our Team

The M+ Difference

Get unequaled access to a dedicated group of creative advisors.

We believe in our ability to get it done.

Every M+ client has worked with a financial advisory team to implement basic wealth management structures. They often come to us when they’ve outgrown traditional concepts and/or have lost sight of the full structure of their personal, business & trust assets + responsibilities.

We match our clients’ excellence with individuals who understand the importance of privacy and respect the needs of high-net-worth families with limited availability. We invest our time to create client + advisor relationships based on trust, care, and a deep sense of responsibility.

INTEGRITY IS THE HEART OF OUR WORK. WE ARE TRUSTED FOR OUR VISION + EXPERIENCE + IDEAS.

Our Experts

Kuldeep S. Madan

Founder + Chief Executive Officer | Email

The status quo isn’t for everyone. Whether I’ve influenced my clients in this viewpoint or they’ve influenced me, the result is the same: Paying attention to the “small stuff” others overlook makes the big stuff happen. A refusal to accept the first answer yields a strategy no one has thought of yet. Ordinary solutions are for ordinary people.

Our clients are anything but ordinary.

It’s fair to say that I’ve been attracted to challenges my entire professional life. From the start, I’ve worked exclusively with self-made successes whose climb to the top has followed unconventional paths. The more tireless they were in their pursuits, the more tireless I became in helping them reach their goals.

If M+ was built on tenacity, it’s grown on trust. Even at my most driven, I’m aware that blazing a trail is meaningless if no one is there to follow. I’m proud that both my relentlessness and my integrity have shaped my success.

The ambition I pour into my professional pursuits is reflected in my personal pursuits as well: My wife and I have made it our mission to see the whole world before we start a family. In between our travels, we call Long Island City home.

Alex Aderman

CFP | Email

Starting my career in financial services, I’d heard that “becoming a life insurance agent is one of the noblest professions, second only to being clergy.” As the only child of two clergy members, I understood at a very young age the power of helping others. And while that exposure made it clear that my own life’s work should be an influence for good, I knew the clerical path wasn’t for me.

Whether my initial pursuit of financial services was inspired by power of suggestion or something else, it cemented itself as the only career for me as I helped my own family settle the affairs of a loved one. The impact of that process never faded. I have since helped hundreds of other families and individuals prepare for the future, obtaining additional licenses and designations along the way to deepen the level of service I can provide.

At work and in life, I believe in the philosophy of getting comfortable with being uncomfortable. Professionally, this means constantly challenging myself to learn and do more. Personally, it’s a perfect way to describe my golf game. When I’m not swinging on the course, I can be found trying new restaurants with my wife or shooting hoops with my dog at my side.

Anthony Mola

EVP + Chief Operating Officer | Email

I learned early on that while ability can bring you to the table, only patience and hustle can keep you there. That’s exactly how I discovered my love for our industry, fresh out of school with no experience to speak of, but eager to make a good impression on a relative who gave me a chance.

It’s this belief that inspired my motto—we’re all in this together—which has helped me find my voice as much as it has let me empower others to use their own. It’s given me the humility to hold myself out as a student first, accepting lessons from my many mentors that sometimes didn’t bear fruit until much later.

The openness it takes to play the long game has been a gift professionally and personally. At M+, it’s at the center of my executive leadership, for the benefit of our team and our clients. Outside of work, it keeps my perspective on what matters most: my two beautiful daughters, who remind me every day how amazing life is.

A warm introduction is how we start every relationship.

Our planning engagements require meaningful connections and complete trust. We assess fit based on strict criteria, including a referral and/or references.

PLEASE FILL OUT THE FORM BELOW:

The information provided is not written or intended as specific tax or legal advice. Neither Madan+Associates nor MassMutual, its subsidiaries, employees, and representatives are authorized to give tax or legal advice. Individuals are encouraged to seek advice from their own tax or legal counsel. Individuals involved in the estate planning process should work with an estate planning team, including their own personal legal or tax counsel.

LICENSING   BROKERCHECK BY FINRA   CUSTOMER RELATIONSHIP SUMMARY

Securities and investment advisory services offered through qualified registered representatives of MML Investors Services, LLC. Member SIPC (www.SIPC.org). Madan+Associates is not a subsidiary or affiliate of MML Investors Services, LLC, or its affiliated companies. OSJ is located at 48 S. Service Road, Suite 400, Melville, NY 11747; (516) 391-0300.

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