Michael Ludwig, CPA, CFP®
President
Michael Ludwig is a Certified Public Accountant and a CERTIFIED FINANCIAL PLANNER® professional, but is interested in more than numbers. As the president of Ludwig Wealth Management, he wants to know his clients—including their past stories, current stories, and future dreams—to help them get the best return on life.
Growing up, he mowed the lawn for his grandmother, who grew up during the Great Depression. Every week, she gave him $5 and the same parting words, “Pay yourself first.” Her advice stuck with him, so 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 financial advisor after witnessing many friends and family, like his grandmother, struggle to find financial guidance they could trust. He provides the transparency and objectivity that he wishes his grandmother had received, creating financial strategies to help clients protect and reimagine their wealth.
