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.

 

The Northwestern Mutual Difference

We make plans for people, not just money. So no matter your goals, we have access to top rated products and services to help you meet each one.

  • Best Life Insurance Company ranked by NerdWallet, April 2019 1
  • Highest financial strength ratings of any life insurer from all four major rating agencies2
  • Top 10 U.S. Independent Investment Broker-Dealers3
1 ©2017-2019 and TM, NerdWallet, Inc. All Rights Reserved.

2 A.M. Best Company, A++ (highest), May 2019; Fitch Ratings, AAA (highest), May 2019; Moody's Investors Service, Aaa (highest), September 2018; S&P Global Ratings, AA+ (second highest), June 2019. Third-party ratings are subject to change. Ratings are for The Northwestern Mutual Life Insurance Company and Northwestern Long Term Care Insurance Company.

3 Measured by 2018 total revenues. Ranking for Northwestern Mutual Investment Services, LLC. Sources: Financial Advisor magazine and Investment News, May 2019.

What's Next

These days, it’s more important than ever to have a plan. Let’s plan what’s next for you. Get started.

How We Stress-Test Northwestern Mutual

Learn more about how our focus on financial strength has helped us make good on our financial promise throughout our 160-plus-year history.

4 Spending Traps to Avoid While Social Distancing

While you might feel like you’re saving money while staying home, you may find hidden fees that add up. Read more.

 

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