Achieving your goals It starts with insightful advice

The Ellis Group


phone

513-792-2441
800-543-2884



phone

855-212-9568





address

8044 Montgomery Road
The Towers At Kenwood
Cincinnati, OH 45236



At The Ellis group, we have one priority – to offer our clients the understanding, financial expertise and transparency they need today. Utilizing personalized planning and investing, we'll guide you and your family through your personal and professional wealth challenges. Most important, we'll work to earn your confidence with advice that not only provides clarity and peace of mind, but serves your best interests today and in the future.


David Ellis lll has been recognized as an industry leader.

  • Forbes America's Top 100 Wealth Advisors, 2016
  • Barron's Top 1,200 Financial Advisors, 2014, 2015, 2016
  • Financial Times Top 400 Financial Advisor, 2013, 2016
  • Barron's Top 1,000 Financial Advisors, 2004 - 2013



Insights

 
 
Get a clearer view of your wealth. With My Total Picture, a feature of UBS Online Services, you’ll be able to see your financial information all at the same time.
 
 
A full life is about relationships and partnerships. Help clients strike the right balance and achieve their goals.

Creating a legacy that lasts

Art Cashin on the markets