Achieving your goals It starts with insightful advice

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 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


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