Achieving your goals It starts with insightful advice

The Ellis Group David W. Ellis III, Robert Cannon, Keith Lum, Anthony Bollin, Lisa M. Martin, M. Jackie Schuler, Elizabeth T. Gardinier, Philip Cooley

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 Wealth Advisors, 2016, 2017
  • Barron's Top 1,200 Financial Advisors, 2014, 2015, 2016, 2017
  • Financial Times Top 400 Financial Advisers, 2013, 2016, 2017
  • Barron's Top 1,000 Financial Advisors, 2004 - 2013



Insights

 
 

 

 

 

 
 

 

 

 

Creating a legacy that lasts

Art Cashin on the markets