From assets to wealth to legacies, Ellis Wealth Advisors personalizes your financial plans and peace of mind.
At Ellis Wealth Advisors, we are driven by our commitment to helping you achieve your financial goals — today and tomorrow. We understand that life is dynamic, and successful financial strategies adapt to changing needs and aspirations. A one-size-fits-all plan simply doesn’t work.
Our focus starts with what you want your money to do for you. Through a systematic assessment of your financial goals, resources, and risk tolerance, we customize the blueprint to reach your objectives. Through methodic, time-tested, and conservative investment strategies, we’ll guide you forward with support, progress monitoring, and recommendations for long-term success.
We take a holistic, solutions-oriented approach to financial planning that factors in clients’ values and goals. We consider all elements of your financial landscape, including a retirement strategy, a risk management plan, a long-term investment plan, a tax reduction strategy, and an estate plan.
We truly get to know our clients, building authentic relationships that allow us to identify your values, beliefs and goals so we can build expert portfolios that meet your individual expectations.
You have worked hard to build wealth, and we’re here to put in place the plans that ensure your assets are passed on to the people and organizations you hold dear. We’re generational planners, and your legacy – and peace of mind – matter to us.
Maximize your financial outcomes with our tax efficiency approaches. We craft strategies that work to minimize your tax burden through smart investment choices, tax-advantaged accounts, and strategic asset placement.
Ellis Wealth Advisors offers a comprehensive range of financial services, including:
Alternative Investments
Corporate Retirement Plan Consulting
Education Planning
Estate, Charitable Giving & Trust
Financial Planning
Fixed Income Services
Portfolio Management
Retirement Planning
We understand that your financial journey is unique and deserves personalized attention. We prioritize what’s truly essential to you, ensuring that every decision we make is aligned with your goals and values. With our expert guidance, you can be confident that your financial plan will be tailored to suit your unique needs, delivering the results you desire.
We believe that true wealth is about more than just accumulating money. It’s about creating a life that aligns with your core values and aspirations. At Ellis Wealth Advisors, we help you navigate your financial path with purpose. We align your wealth-building strategies with what’s truly essential to you, so you can effectively use your finances to live a fulfilling and meaningful life.
We are a trusted partner committed to our clients’ success. We understand the importance of building long-lasting relationships based on trust, transparency, and mutual respect. We strive to make our client’s feel confident in making informed financial decisions and knowing that we have your best interests at heart.
Ellis Wealth Advisors is committed to providing exceptional support, ensuring that your financial goals — and peace of mind — are always met with expertise and care.
Mike Ellis
ELLIS WEALTH ADVISORS, LLC.
1157 Nance Rd
Madison, AL 35757-7719
T 256.325.0410
F 844.342.4222
