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About Ludwig Wealth Management

What We Do
Meet Michael Ludwig, Wealth Strategist

You can rely on us because we’re distinctly prepared to provide tax-focused financial planning. Michael is a CERTIFIED FINANCIAL PLANNER® professional, a Certified Public Accountant, and the president of Ludwig Wealth Management.

OUR "WHY"
A Lifetime Interest
in Investing

Growing up, Michael Ludwig mowed the lawn for his grandmother, who grew up during the Great Depression. Every week, she gave Michael $5 and the same parting words, “Pay yourself first.” Her advice stuck with Michael. He saved diligently and grew an interest in investing.

When his grandmother was 75, a financial advisor put her funds in an annuity that had a 25-year surrender period, which, given her age, was not in her best interest.

Michael became a CERTIFIED FINANCIAL PLANNER® and Certified Public Accountant after witnessing many friends and family, like his grandmother, struggle to find financial guidance they could trust.

Michael provides the transparency and objectivity that he wishes his grandmother had received, creating financial strategies to help clients protect and reimagine their wealth.

Our Values
The following principles guide our behavior, interactions, and decision-making:


Organization


Accountability


Objectivity


Proactivity


Education


Partnership

Get Started Today

“One thing I like a lot is that he explains things so a normal person can understand it.”
–Merilou G.

This testimonial and/or endorsement was given by clients of the financial advisor, and no compensation was provided directly or indirectly. This testimonial and/or endorsement is not a guarantee of future performance or investment success, and the testimonial and/or endorsement may not be representative of the experience of other customers. Please visit BrokerCheck (https://brokercheck.finra.org) to see more on the background of this professional.

Meet Michael and Marilyn

Meet Michael and Marilyn

As a family-owned small business, we will listen to you, make sure you understand your financial planning options, and empower you to choose the right path for you.

Michael Ludwig
President

Michael is among the ~12% of CERTIFIED FINANCIAL PLANNERS® who are also Certified Public Accountants. He has met the extensive education, experience, exam, and ethical standards to provide financial advice in clients’ best interests.

 

  • Series 7 & 66 Registration through Cetera Financial Services, LLC
  • Illinois Insurance License for Life, Health, and Variable Contracts
  • Bachelor’s Degree in Accountancy from Illinois State University

Marilyn Ludwig 
Client Service Associate

Marilyn ensures our clients receive the best service possible. Her passion for helping people stems from her people-oriented nature. Marilyn finds great joy and satisfaction in assisting clients as they discover how to prepare for a secure, enjoyable retirement.

 

Before joining Ludwig Wealth Management, Marilyn was a payroll accountant for the Berwyn and Downers Grove School Districts for 21 years. Her extensive experience in administration and client services makes her an invaluable member of our team.

The One Big Beautiful Bill Act: Why This Legislation Matters

The One Big Beautiful Bill Act fundamentally reshapes the financial landscape for millions of Americans, yet it introduces
distinct factors that can impact your long-term retirement strategy. Download our seven-page e-book to explore how these
changes create new opportunities for wealth building and retirement.

  

Contact Us
Let's Get Started

We are ready to connect when you are—whether you’ve experienced a change in employment, need to find a new financial advisor, or have questions about your current assets. Contact us, and we’ll reply within one business day.

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