{"id":250,"date":"2023-07-18T16:17:25","date_gmt":"2023-07-18T16:17:25","guid":{"rendered":"https:\/\/bellweather2.wpengine.com\/?page_id=250"},"modified":"2025-08-19T17:12:18","modified_gmt":"2025-08-19T17:12:18","slug":"home-2","status":"publish","type":"page","link":"https:\/\/www.ewamadison.com\/","title":{"rendered":"Home"},"content":{"rendered":"\t\t
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Manage. \nProtect. Build.\n<\/h2>\t\t\t\t<\/div>\n\t\t\t\t<\/div>\n\t\t\t\t
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From assets to wealth to legacies, Ellis Wealth Advisors personalizes your financial plans and peace of mind.<\/strong><\/p>

At Ellis Wealth Advisors, we are driven by our commitment to helping you achieve your financial goals \u2014 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.<\/p>

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Personalized guidance meets expertise.<\/h2>\t\t\t\t<\/div>\n\t\t\t\t<\/div>\n\t\t\t\t
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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\u2019ll guide you forward with support, progress monitoring, and recommendations for long-term success.<\/p>

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Comprehensive Financial Planning<\/h3>\t\t\t\t<\/div>\n\t\t\t\t<\/div>\n\t\t\t\t
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We take a holistic, solutions-oriented approach to financial planning that factors in clients\u2019 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.<\/span><\/p>\t\t\t\t\t\t\t\t<\/div>\n\t\t\t\t<\/div>\n\t\t\t\t<\/div>\n\t\t

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Asset Management<\/h3>\t\t\t\t<\/div>\n\t\t\t\t<\/div>\n\t\t\t\t
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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.<\/span><\/p>\t\t\t\t\t\t\t\t<\/div>\n\t\t\t\t<\/div>\n\t\t\t\t<\/div>\n\t\t

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Trust & Estate Planning<\/h3>\t\t\t\t<\/div>\n\t\t\t\t<\/div>\n\t\t\t\t
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You have worked hard to build wealth, and we\u2019re here to put in place the plans that ensure your assets are passed on to the people and organizations you hold dear.\u00a0 We\u2019re generational planners, and your legacy \u2013 and peace of mind \u2013 matter to us.<\/span><\/p>\t\t\t\t\t\t\t\t<\/div>\n\t\t\t\t<\/div>\n\t\t\t\t<\/div>\n\t\t

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Tax Efficiency<\/h3>\t\t\t\t<\/div>\n\t\t\t\t<\/div>\n\t\t\t\t
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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.<\/p>\t\t\t\t\t\t\t\t<\/div>\n\t\t\t\t<\/div>\n\t\t\t\t<\/div>\n\t\t\t\t\t<\/div>\n\t\t\t\t<\/div>\n\t\t

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Ellis Wealth Advisors offers a comprehensive range of financial services, including:<\/p>\t\t\t\t<\/div>\n\t\t\t\t<\/div>\n\t\t\t\t

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Alternative Investments<\/b><\/p>

Corporate Retirement Plan Consulting<\/b><\/p>

Education Planning<\/b><\/p>

Estate, Charitable Giving & Trust<\/b><\/p>

Financial Planning<\/b><\/p>

Fixed Income Services<\/b><\/p>

Portfolio Management<\/b><\/p>

Retirement Planning<\/b><\/p>

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The ELLIS Effect<\/h2>\t\t\t\t<\/div>\n\t\t\t\t<\/div>\n\t\t\t\t\t<\/div>\n\t\t\t\t<\/div>\n\t\t
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ELLIS Experts<\/h2>\t\t\t\t<\/div>\n\t\t\t\t<\/div>\n\t\t\t\t
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We understand that your financial journey is unique and deserves personalized attention. We prioritize what\u2019s 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.<\/p>\t\t\t\t\t\t\t\t<\/div>\n\t\t\t\t<\/div>\n\t\t\t\t\t<\/div>\n\t\t\t\t<\/div>\n\t\t

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ELLIS Purpose<\/h2>\t\t\t\t<\/div>\n\t\t\t\t<\/div>\n\t\t\t\t
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We believe that true wealth is about more than just accumulating money. It\u2019s 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\u2019s truly essential to you, so you can effectively use your finances to live a fulfilling and meaningful life.\u00a0<\/p>\t\t\t\t\t\t\t\t<\/div>\n\t\t\t\t<\/div>\n\t\t\t\t\t<\/div>\n\t\t\t\t<\/div>\n\t\t

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ELLIS Partnership<\/h2>\t\t\t\t<\/div>\n\t\t\t\t<\/div>\n\t\t\t\t
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We are a trusted partner committed to our clients\u2019 success. We understand the importance of building long-lasting relationships based on trust, transparency, and mutual respect. We strive to make our client\u2019s feel confident in making informed financial decisions and knowing that we have your best interests at heart.<\/p>\t\t\t\t\t\t\t\t<\/div>\n\t\t\t\t<\/div>\n\t\t\t\t\t<\/div>\n\t\t\t\t<\/div>\n\t\t\t\t\t<\/div>\n\t\t\t\t<\/div>\n\t\t

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Ellis Wealth Advisors is committed to providing exceptional support, ensuring that your financial goals \u2014 and peace of mind \u2014 are always met with expertise and care.<\/p>\t\t\t\t<\/div>\n\t\t\t\t<\/div>\n\t\t\t\t

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Mike Ellis<\/p>\t\t\t\t\t\t\t\t<\/div>\n\t\t\t\t<\/div>\n\t\t\t\t\t<\/div>\n\t\t\t\t<\/div>\n\t\t

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The Ellis Team<\/h2>\t\t\t\t<\/div>\n\t\t\t\t<\/div>\n\t\t\t\t<\/div>\n\t\t
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\n\t\t\t\t\t\t\t\tMike Ellis\t\t\t\t\t\t\t<\/h3>\n\t\t\t\t\t\t\n\t\t\t\t\t\t\t\t\t\t\t\t\t
\n\t\t\t\t\t\t\t\tOwner and Financial Advisor\t\t\t\t\t\t\t<\/div>\n\t\t\t\t\t\t\t\t\t\t\t<\/div>\n\t\t\t\t<\/div>\n\t\t\t<\/div>\n\t\t\t
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\n\t\t\t\t\t\t\tMike Ellis is the owner and financial advisor of Ellis Wealth Advisors, which he founded in 2015. Prior to starting his own practice, Mike was a partner in a large brokerage firm for 15 years. Born in Alabama to a military family, he was raised in Montgomery before his family relocated to North Alabama in the 1980s. Mike graduated from The University of Alabama's College of Commerce and Business Administration in 1993, where he obtained a degree in Economics and a minor in History. With a passion for helping clients achieve their financial goals, Mike has built a practice that is focused on providing personalized and strategic guidance. Outside of work, Mike cherishes his time with his wife Brenda of over 30 years, their two grown boys, and their beloved Labradoodle. He enjoys creating lasting memories with his family on the lake and traveling to concerts.\t\t\t\t\t\t<\/div>\n\t\t\t\t\t\n\t\t\t\t\t\t\t\t<\/div>\n\t\t<\/div>\n\t\t<\/div>\n\t\t<\/div>\n\t\t\t\t\t\t<\/div>\n\t\t\t\t<\/div>\n\t\t\t\t<\/div>\n\t\t
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\n\t\t\t\t\t\t\t\tShannon Martin\t\t\t\t\t\t\t<\/h3>\n\t\t\t\t\t\t\n\t\t\t\t\t\t\t\t\t\t\t\t\t
\n\t\t\t\t\t\t\t\tClient Service Associate\n\n\t\t\t\t\t\t\t<\/div>\n\t\t\t\t\t\t\t\t\t\t\t<\/div>\n\t\t\t\t<\/div>\n\t\t\t<\/div>\n\t\t\t
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\n\t\t\t\t\t\t\tShannon Martin is a valued client service associate who has been with Ellis Wealth Advisors since 2023. With over 25 years of customer service experience, particularly in the automotive industry, Shannon brings a wealth of expertise to her role. Born and raised in Huntsville and Madison County, she is a proud mom of two teenage sons and several fur babies. In her spare time, Shannon indulges in cooking, shopping, attending concerts, car shows, movies, and home improvement shows. She also has a passion for road trips and cheering on Alabama football.\t\t\t\t\t\t<\/div>\n\t\t\t\t\t\n\t\t\t\t\t\t\t\t<\/div>\n\t\t<\/div>\n\t\t<\/div>\n\t\t<\/div>\n\t\t\t\t\t\t<\/div>\n\t\t\t\t<\/div>\n\t\t\t\t<\/div>\n\t\t
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\n\t\t\t\t\t\t\t\tMichael Ellis II\t\t\t\t\t\t\t<\/h3>\n\t\t\t\t\t\t\n\t\t\t\t\t\t\t\t\t\t\t\t\t
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\n\t\t\t\t\t\t\tMichael Ellis II has been delivering excellent customer service to our clients since 2021. He was born in Chattanooga TN and raised in Madison, AL, and graduated from the University of Alabama in 2022 with a major in Finance. In his free time, Michael nurtures his passion for writing and music, having played the guitar for over 10 years. He also relishes spending time with friends and family, particularly while watching Alabama football games.\t\t\t\t\t\t<\/div>\n\t\t\t\t\t\n\t\t\t\t\t\t\t\t<\/div>\n\t\t<\/div>\n\t\t<\/div>\n\t\t<\/div>\n\t\t\t\t\t\t<\/div>\n\t\t\t\t<\/div>\n\t\t\t\t<\/div>\n\t\t\t\t\t<\/div>\n\t\t\t\t<\/div>\n\t\t\t\t\t<\/div>\n\t\t\t\t<\/div>\n\t\t
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Connect \nwith us<\/h2>\t\t\t\t<\/div>\n\t\t\t\t<\/div>\n\t\t\t\t
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ELLIS WEALTH ADVISORS, LLC.<\/b><\/p>

1157 Nance Rd<\/b><\/p>

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Madison, AL 35757-7719<\/b><\/p>

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T 256.325.0410<\/b><\/p>

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F 844.342.4222<\/b><\/p>\t\t\t\t\t\t\t\t<\/div>\n\t\t\t\t<\/div>\n\t\t\t\t

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Manage. Protect. Build. 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 \u2014 today and tomorrow. We understand that life is dynamic, and successful financial strategies adapt to changing needs […]<\/p>\n","protected":false},"author":1,"featured_media":257,"parent":0,"menu_order":0,"comment_status":"closed","ping_status":"closed","template":"elementor_header_footer","meta":{"footnotes":""},"class_list":["post-250","page","type-page","status-publish","has-post-thumbnail","hentry"],"_links":{"self":[{"href":"https:\/\/www.ewamadison.com\/index.php?rest_route=\/wp\/v2\/pages\/250","targetHints":{"allow":["GET"]}}],"collection":[{"href":"https:\/\/www.ewamadison.com\/index.php?rest_route=\/wp\/v2\/pages"}],"about":[{"href":"https:\/\/www.ewamadison.com\/index.php?rest_route=\/wp\/v2\/types\/page"}],"author":[{"embeddable":true,"href":"https:\/\/www.ewamadison.com\/index.php?rest_route=\/wp\/v2\/users\/1"}],"replies":[{"embeddable":true,"href":"https:\/\/www.ewamadison.com\/index.php?rest_route=%2Fwp%2Fv2%2Fcomments&post=250"}],"version-history":[{"count":0,"href":"https:\/\/www.ewamadison.com\/index.php?rest_route=\/wp\/v2\/pages\/250\/revisions"}],"wp:featuredmedia":[{"embeddable":true,"href":"https:\/\/www.ewamadison.com\/index.php?rest_route=\/wp\/v2\/media\/257"}],"wp:attachment":[{"href":"https:\/\/www.ewamadison.com\/index.php?rest_route=%2Fwp%2Fv2%2Fmedia&parent=250"}],"curies":[{"name":"wp","href":"https:\/\/api.w.org\/{rel}","templated":true}]}}