Managing Your Money With Confidence
If you are a business owner or professional who is retired or planning to retire, and you share our values and want a trustworthy professional involved in your family's financial future, we believe that we are the team for you. We can help you manage your money with confidence and be prepared to face any obstacles that may present themselves on your path to success.
What We Bring To The Table
At Ludeman Capital Management, we believe that the best investment solution an advisor can provide is one that the individual client can stick with in difficult environments. The advisor really needs to get to know the client well in order to judge that correctly, and then stay in regular contact with the client to provide ongoing reassurance and adjustment as necessary. As such, we practice a strong belief in developing personal, trusting relationships with our clients that will last for decades to come.
Heidi Ludeman, AIF®
President
Danette Ivie
Client Service Specialist