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

The Ellis Group






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 Best-In-State Wealth Advisors, 2018, 2019
  • Forbes/SHOOK America's Top Wealth Advisors, 2016, 2017, 2018
  • Barron's Top 1,200 Financial Advisors, 2014, 2015, 2016, 2017, 2018, 2019
  • Financial Times Top 400 Financial Advisers, 2013, 2016, 2017, 2018
  • Barron's Top 1,000 Financial Advisors, 2004 - 2013


Creating your legacy

Creating a legacy that lasts

Art Cashin on the markets

Art Cashin on the markets