Michael S Ellis, CPA
Wealth Management Advisor


Ellis Financial Services

Integrity, Passion, Excellence

A Message from Michael S. Ellis

My practice as a Wealth Management Advisor involves working with individuals, families, retirees and business owners. The relationships we have with our clients enable us to provide you with the guidance to make smart decisions about your money.

With individuals and families, my focus is financial security from investments, insurance and estate planning. When working with business owners, we focus on 401(k) plans, group benefits and business succession planning.  As a CPA and CFO, I am well versed in group benefits and retirement plans from a buyer’s prospective.

Whether you are concerned for your own financial needs or those of your family or your business, I can help you identify your needs and provide complementary solutions.

     -Mike                       


Planning for Financial Security with Northwestern Mutual

Watch this short video to learn how Northwestern Mutual's comprehensive approach to personalized financial planning can help you achieve the future you envision. 


The Business Corner  

If you own or operate a business, Michael S. Ellis recommends the following articles:

Click here for additional resources. 

Business Markets Stratey map 

With a focused expertise on the business owner, Michael S. Ellis can provide guidance for any stage of your business:


The Northwestern Mutual Difference

Backed by the strength of Northwestern Mutual, Michael S. Ellis and his team provide you with a balanced approach to achieving your goal of financial security, assuring that your intentions have been understood and your needs are being addressed. And when it comes to implementing solutions, the full capabilities of Northwestern Mutual are leveraged to provide you with exclusive access to a comprehensive variety of products and services.

 

Our Strength is Your Strength

For more than 160 years, we’ve been there for people when they need us most, through all economic conditions. We’re pleased to announce that 2017 was another strong year. Read more.

If you live for it, we’ll help you plan for it.

See what our version of financial planning looks like.

Learn More

Good News for Our Clients

In 2018, we expect to again lead the industry in total dividends paid to our clients. Read more.

 

To learn more about Northwestern Mutual Investment Services, LLC and its financial representatives, visit: FINRA BrokerCheck