Matthew S. Ellis is a financial planner with Planning Directions, Inc., and a Registered Representat Advisory services offered through Planning Directions, Inc.
Securities offered through Commonwealth Financial Network®, www.FINRA.org / www.SIPC.org, a Registered Investment Adviser. are separate and unrelated to Commonwealth. Fixed insurance products and services offered through CES Insurance Agency. Common Cents Planning, 239 Baltimore Pike, Glen Mills, PA 19342. This communication is strictly intended for individuals residing in the states of AZ, CO, DE
, GA, IN, MA, MD, NC, NJ, PA, VA. No offers may be made or accepted from any resident outside these states due to various state requirements and registration requirements regarding investment products and services. Review our Terms of Use: www.commonwealth.com/termsofuse.html
05/31/2019
For young adults, managing finances can be a challenge. From spending too much on housing to not tracking money moves, here are the top five money mistakes that recent college grads make:
Since most universities don’t provide financial literacy education, college graduates are left with little to no knowledge when it comes to managing their money. For those of you that have recently entered the real world, avoid making these mistakes and you’ll already be ahead of the game.
05/24/2019
In observance of Memorial Day - our office will be closed, Monday, May 27, 2019. We look forward to assisting you when we return on Tuesday, May 28, 2019.
05/01/2019
This week I parted with one of my best investments, a pair of vending machines. While I never “got rich” off these investments, they did turn candy and soda into cash and coins every week. The maintenance was minimal. I had a great business partner who handled the operations (stocking the machin...
04/18/2019
Our office will be closed on Friday, April 19, 2019 in observance of Good Friday. We look forward to assisting you when we return to the office on Monday, April 22, 2019.
03/29/2019
As children we were warned, don’t play with fire. If you see it, put it out. Today though, young savers are running towards it. FIRE is an acronym for Financially Independent Retire Early. FIRE followers splatter their posts across message boards with religious fervor. Reading these posts, it’s hard not to get excited about kicking the day job and living off your portfolio.
As children we were warned, don’t play with fire. If you see it, put it out. Today though, young savers are running towards it. FIRE is an acronym for Financially Independent Retire Early. FIRE followers splatter their posts across message boards with religious fervor. Reading these posts, it’s ...
03/26/2019
Our office had the pleasure of presenting to the Maris Grove Investment Club at the Maris Grove Retirement Community in Glen Mills, PA. Everyone had fantastic questions and gave us a wonderful Maris Grove welcome!
If you'd like us to present on a topic at your office or club meeting, please reach out, we'd love to help!
Our office had the pleasure of presenting to the Maris Grove Investment Club at the Maris Grove Retirement Community.
03/08/2019
Coming out of school with so much debt, it’s no wonder young people are hesitant to give up more of their income to invest. But these four simple steps may help millennial's balance their needs and invest wisely.
Time is on your side – and one of your most valuable assets.
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Send a message to Matthew S. Ellis, Financial Planner:
Let’s climb Mt. Everest together! Funding college plans, securing a retirement, or even planning a vacation can feel like climbing a mountain. You’d bring a guide along to Mt. Everest and I can guide you up and down financial mountains. As an undergrad at Rollins College I worked full time financing swimming pools. This gave me my first glimpse into personal finance and I became hooked on helping people organize and build strong personal finances.
September of 2008 was a wild time to do anything in finance, so naturally I started my next job at the Vanguard group. The education and experience I gained was invaluable during these years. I earned the CERTIFIED FINANCIAL PLANNER™ professional designation enabling me to work with individuals across all aspects of financial planning. The next step was to dive deeper into investments through the Certified Investment Management Analyst® designation. With this knowledge, I was able to focus on building optimal portfolio for investors specific risk tolerance. After my 7 year education at Vanguard, I had lost touch of working directly with individuals.
To get back to my passion for helping people, I joined Common Cents Planning as a Financial Advisor. Today I get to sit down with people every day and listen to their goals and ideas. Together we collaborate to turn today’s goals into tomorrow’s realities. My favorite moment at Common Cents Planning was sitting in on a review where we showed a client how his assets would last through retirement and he could stop working. I want to share this message with as many people as possible.
When I am not thinking about financial planning I keep plenty busy. I live in West Chester with my fiancé Kim and our rescue dog Spanky. On the weekends we like hiking with Spanky at Marsh Creek and Stroud Preserve or cycling on the new Rails to Trails in the area. We try to run at least one road race a year together and are active at the West Chester YMCA. I am the founder and chairman of the Glen Mills After Hours Rotary Club, active in the Greater West Chester Chamber of Commerce and was recently nominated to a four-year term on the Chester County Estate Planning Council. Keeping my ear to the ground helps me connect my clients to community events and create business synergies. Plus, there is a bit of fun in it all.
I look forward to climbing mountains together.
Securities offered through Commonwealth Financial Network®, www.FINRA.org / www.SIPC.org, a Registered Investment Adviser. Advisory services offered through Planning Directions, Inc. are separate and unrelated to Commonwealth. Fixed insurance products and services offered through CES Insurance Agency. Planning Directions, Inc. 239 Baltimore Pike, Glen Mills, PA 19342, 610-361-0865. This communication is strictly intended for individuals residing in the states of AZ, CO, CT, DC, DE, FL, GA, ID, LA, MA, MD, MO, NC, NJ, NY, OH, PA, SC, TN, TX, VA, WI. No offers may be made or accepted from any resident outside these states due to various state requirements and registration requirements regarding investment products and services. Review our Terms of Use: www.commonwealth.com/termsofuse.html
