Judy Ludwig | Boston, MA Financial Advisor | Adviser Investments
Judy Ludwig
Vice President of Planning and Taxation
617.321.2200 Contact Judy
617.321.2200

Judy Ludwig

Vice President of Planning and Taxation


Background Experience

Judy and her husband Joe together founded Tandem Financial Services, Inc., later renamed Braver Wealth Management, in 1988. She joined Adviser Investments in 2017 as part of the firm’s acquisition of Braver. Judy began her career as a systems analyst with Fortune 500 and 100 companies before joining Laventhol & Horwath, where she was the manager of personal financial planning. She offers individuals, families and trusts a balanced approach to wealth management that seeks both wealth preservation and growth. Among other leadership roles, Judy has been president of the Norfolk/Plymouth Estate and Business Planning Council and served on the Board of Directors of the National Association of Estate Planners. She received her B.A. in mathematics from Douglass College, Rutgers University and a Certificate in Accounting from Bentley College. Judy is an eight-time Five Star Wealth Manager winner.

Awards

Five Star Wealth Manager (2012, 2013, 2015, 2016, 2017, 2018, 2019, 2021)

Certifications

CPA/PFS, CFP®, AEP®

The Best Financial Advice I Ever Received

I think that it is so important to teach the generations that follow about money—earning, saving, investing and sharing. Parents should encourage their children to work and they can do so by matching their earnings with the funding of a Roth IRA. Young earners can learn about investing by getting involved with the management of this money. Parents can also teach their children about sharing with the use of a donor-advised fund that the child can direct themself.

Call: 617-321-2200
Address

85 Well Avenue, Suite 109
Newton, MA 02494

Office Hours
  • Monday 8:00 am - 5:00 pm
  • Tuesday 8:00 am - 5:00 pm
  • Wednesday 8:00 am - 5:00 pm
  • Thursday 8:00 am - 5:00 pm
  • Friday 8:00 am - 5:00 pm
  • Saturday Closed
  • Sunday Closed

* All times are EDT

Focus Areas

Family Office Services
Estate Planning
Charitable Giving
College Savings
Budgeting
Mortgages

For information on professional designations and credentials referenced on this page, please click here. For information on each industry award referenced on this page, please click here.

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