Margaret Ellison

Founding Partner, CFP®

About Margaret

Founded Ledgerwell in 2004 after 12 years at a national accounting firm. Leads our wealth planning team.

Margaret works from our Denver office and meets clients in person or by video. Outside work, Margaret volunteers with a free tax clinic for low-income families every spring.

The best financial plan is one you understand well enough to follow.

8 yrsExperience

120Active clients

4.9Client rating

Specialties

Tax planning
Business owners
Retirement income
Cash-flow planning

Education

Certified Public Accountant (CPA)
MS Accounting, University of Colorado

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Reviews

What clients say

Ledgerwell found $11,400 in deductions our previous accountant missed, and now I actually understand my own tax return.

Samantha PriceOwner, Price Dental Studio

Our fractional CFO rebuilt our forecast in three weeks and sat beside us through a $6M raise. Worth every cent.

Kevin OrtizCo-founder, Trailhead Software

After years of shoeboxes full of receipts, our books are finally clean and done by the 10th of every month.

Rosa DelgadoOwner, Delgado Bakery

Advisers

Other advisers

David Chen

Partner, Fractional CFO

Former CFO of two venture-backed software companies. Has helped clients raise more than $240M.

Hannah Brooks

Tax Director, CPA

Specialises in tax planning for business owners, landlords and families with complex returns.

Robert Lang

Audit Partner, CPA

Leads our audit practice and has signed more than 900 audit opinions over 22 years.

Aisha Patel

Small Business Adviser

Helps owners of restaurants, shops and trades build simple, healthy finances.