Ellis Wealth Management
Mike Ellis
Wealth Management Advisor|CPA
COMPREHENSIVE FINANCIAL PLANNING AND ADVISORY SERVICES FOR INDIVIDUALS, FAMILIES, AND BUSINESSES
Professional
As a CPA, Mike Ellis started his career in public accounting in 1984 with what is now Deloitte and Touche. Mike worked for a closely held business from 1989 to 2003 who owned three companies, two of which focused on building Mass Transit facilities in large metropolitan cities, as well as railroad track work for the nation’s largest railroads. The remaining company is a national supplier and manufacturer of railroad track materials and products. Mike held the position of Controller and later as Chief Financial Officer. Mike spent a great deal of his time guiding the family owners through the process of business succession and estate planning. Mike is a member of the Virginia Society of Certified Public Accountants and the American Institute Certified Public Accountants (AICPA).
Mike joined Northwestern Mutual in the fall of 2003. Mike’s practice as a Wealth Management Advisor involves working with business owners, individuals and retirees. Mike focuses on investments (advisory and non-advisory), insurance and estate planning. When working with business owners, Mike’s focus is on 401(k) plans, group benefits and business succession planning. He is well versed in group benefits and retirement plans from a buyer’s perspective.
Personal
Mike Ellis resides in Manakin Sabot, VA. He has been married to his wife, Peyton, for 37 years. They have two beautiful daughters, Madison and Maclaine - and have recently welcomed two granddaughters. Mike enjoys playing golf, snow skiing, wake surfing, fishing, and spending time with his family on the water.
Lending a hand in my community.
As part of Northwestern Mutual, I'm proud to help accelerate the search for better childhood cancer treatments while supporting families undergoing treatment, and survivors from late effects. Here are some of the organizations we partner with:
Alex's Lemonade Stand Foundation for Childhood Cancer (ALSF)
ALSF funds cancer research, raises awareness, and supports the families of children with cancer. Since 2012, Northwestern Mutual, its employees, and financial professionals like me have donated more than $20 million to support ALSF and fund over 400,000 research hours.
Beads of Courage
Beads of Courage is an art-in-medicine program that helps kids with cancer tell their unique treatment story through colorful beads that are symbols of their courage.
Foundation Board at Longwood University
Mike Ellis is an active member and currently serves as Vice President of the Foundation Board at Longwood University. The Longwood University Foundation, Inc. enhances the image of Longwood University by supporting the institution's academic, social, and economic goals. The Foundation seeks to maximize private sector support by engaging in ethical and responsible donor cultivation, strategic investment plans, and timely distribution of private resources. Mike is excited about being involved in such a fantastic program at his alma mater!
Rotary Club of Innsbrook
In the Richmond community, Mike is an active member of the Rotary Club of Innsbrook, participates in Meals on Wheels and co-chaired the Auction for Youth program.
Steward School Annual Giving Campaign
In the past, he was President of the Athletic Board at the Steward School and was involved with the Steward School Annual Giving Campaign.
Here are my areas of expertise
Financial Planning
Insurance Protection Strategies
Life Insurance Strategies
Retirement Planning & Income Strategies
Education Planning & Funding
Disability Planning
Multigenerational Planning
Estate Planning
How Northwestern Mutual helps you live the life you want.
When people feel better about their money, good things happen—they become more confident and feel more secure. For more than 160 years, Northwestern Mutual has helped people achieve the financial flexibility they need to live more and worry less.
Being a mutual company means Northwestern Mutual reports to its clients, not Wall Street. They don't believe in chasing fads or taking undue risk for short-term gains. Instead, they take a long-term approach—both in the way we help people plan to reach their goals, and in the way they do business. This has served their clients (and mine) well through all kinds of economic ups and downs, including wars, recessions, even the recent pandemic.
It's why I'm happy to be part of a company that's in it for the long-haul and prioritizes clients over profit.
