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You are here: Home / Archives for Kevin Ellman, CFP ®

Kevin Ellman CFP®

As a financial advisor for over 25 years, Kevin Ellman provides the full array of financial, estate, and retirement planning services to high net-worth business owners, families, executives, and individuals. He has appeared as a financial commentator on CNBC (Morning Call, Portfolio Make-Over, Make Your Money Work, Power Lunch), and on ABC, and has been quoted in Business Week, CBS Market Watch, Fortune Magazine and The Wall Street Journal.

Monday Update by Kevin Ellman

~ Article by Kevin Ellman, CFP ®

Monday Update by Kevin Ellman

April, 6, 2020 We have been working from home for a few weeks now, and it is starting to feel normal.  I am beginning to wonder if I really need an office! We Read More...

Monday Update by Kevin Ellman

~ Article by Kevin Ellman, CFP ®

Monday Update by Kevin Ellman

March 30, 2020 We are now entering our third week of lockdown.  I hope you are healthy and safe, and not suffering from too much cabin fever.  The Read More...

Monday Update by Kevin Ellman

~ Article by Kevin Ellman, CFP ®

Monday Update by Kevin Ellman

March 24, 2020 To do nothing at all is the most difficult thing in the world, the most difficult and the most intellectual.” — Oscar Wilde  Today will be Read More...

Monday Update by Kevin Ellman

~ Article by Kevin Ellman, CFP ®

Monday Update by Kevin Ellman

March 16, 2020 Our test of our Business Continuity Plan was successful. We all worked from home on Friday. We were able to access all of our client files and all of Read More...

The Problem with ‘The 5-Year Exit Plan’

~ Article by Kevin Ellman, CFP ®

The Problem with ‘The 5-Year Exit Plan’

Most business owners who are asked about their exit plans will reply that they want to exit their business ‘in about 5 years’. Often times, 5 years later, the same owner Read More...

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Download our Exit Planning Brochure

The Wealth Preservation Solutions Team

  • About Us Overview
  • Dennis J. Amico
  • Kevin Ellman CFP®
  • Paul D. Miller
  • Robert W. Davis CFP®, RICP®
  • Dolores White
  • Susan J. Forman CFP®
  • Carrie Ware
  • Matthew Waldman, CLU®, ChFC®
  • Michael Csedrik

Articles & Videos On Investing

  • Finding A Financial Advisor – Part 1
  • Finding A Financial Advisor – Part 2
  • Exchange Traded Funds Part 1
  • Exchange Traded Funds Part 2
  • Exchange Traded Funds Part 3
  • Dollar Cost Averaging
  • Dividends Part 1
  • Dividends Part 2
  • Strategies to Help Maximize Your Money
  • Our Investment Planning Process
  • Estate Tax and Succession Planning After the Cliff
  • Estate and Business Succession Planning

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About Wealth Preservation Solutions

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