Michael Schindler

Max Schindler is an investment advisor representative, Certified Plan Fiduciary Advisor, Chartered Retirement Planning CounselorSM, and a Director of Ellsworth Advisors. He is primarily responsible for providing comprehensive wealth management and financial planning to individuals, families, and consults with business owners and corporations on corporate retirement plans. Max also takes a lead role in business development and operations.

Max started his career after graduating from high school, working as an intern while at Robert W. Baird. He transferred from The University of Dayton to John Carroll University to work full time while obtaining his bachelor’s degree in Accountancy. Upon graduation, Max joined the team full time at Morgan Stanley Smith Barney in 2009 and became fully licensed in 2010. Alongside Tim Clepper and Kelly Kuennen, Max established Ellsworth Private Wealth Management, LLC (predecessor to Ellsworth Advisors) in 2015.