Judith D. Ludwig CPA/PFS, CFP®

Vice President, Financial Planning Services

Along with her husband Joe, Judy Ludwig is co-founder of Tandem Financial Services, Inc., now Braver Wealth Management LLC.  Judy’s adept balance of razor sharp skills and gracious humor showcases the culture and values which drive Braver Wealth’s continued success.

Ms. Ludwig began her career as a systems analyst with Fortune 500 and 100 companies, finally settling at national CPA firm Laventhol & Horwath, where she was the manager of Personal Financial Planning.

She and her husband began Tandem with the realization that there was a true lack of wealth management firms which individuals, families and trusts could rely on to balance strategies that would enable wealth preservation and growth.

Judy has been president of the Norfolk/Plymouth Estate and Business Planning Council and has served on the Board of Directors of the National Association of Estate Planners and has served as a Money Makeover Expert for The Boston Globe. She has landed on the list of the country’s top financial advisors in JK Lasser’s Estate Planning for Baby Boomers and Retirees and JK Lasser’s New Rules for Estate and Tax Planning and has been quoted in Financial Planning Magazine, Business Week, The Boston Globe, and The Wall Street Journal. A former member of the Board of Overseers at Children’s Hospital, Boston, Massachusetts, she also served as a director of the New England Sinai Hospital in Stoughton, Massachusetts.

Judy received her B.A. in Mathematics from Douglass College, Rutgers University in New Brunswick, New Jersey. She received a Certificate in Accounting from Bentley College, Waltham, Massachusetts.  Judy is a three-year Five Star Wealth Manager winner.

Always on the go, Judy takes advantage of every moment, doing just about everything.  Between all varieties of travel and cultural events and bouts of competitive card play (with Joe), Judy can put together a mean strudel and loves to do so for her two children and their spouses, five grandchildren, colleagues and many friends.

“I am very fortunate that as our business has blossomed, we have continued to maintain long term clients and have formed lasting friendships with many.”

Disclosure: Five Star Professional, as a third party research firm, identified pre-qualified award candidates based on industry data and contacted all identified broker dealers, Registered Investment Advisor firms and FINRA-registered representatives to gather wealth manager nominations. Self-nominations are not accepted, although a firm may nominate up to 10% of its employees. The Award does not evaluate the quality of services furnished to clients and it is possible that the recipient may have received unfavorable ratings from those surveyed. For the full disclaimer please click here or for more information on the Five Star award and the research/selection methodology, go to www.fivestarprofessional.com.

Contact

JUDY_COLOR
JUDY_STANDING_CLR
617.969.0223 | Email UsLinked In