Your financial world. And beyond. Private Wealth Management
Successful families, entrepreneurs and executives choose The Ellis Group to oversee their financial world year after year. We are diligent and focused Private Wealth Advisors who not only care about what matters to you, but our meticulous process leaves no stone unturned when it comes to structuring a thoughtful plan and creating solutions to help you pursue your goals.
The Ellis Group
513-792-2441
800-543-2884
855-212-9568
8044 Montgomery Road
The Towers At Kenwood
Cincinnati, OH 45236
Process-driven investment management
Over the last 30 years, we’ve learned from and navigated different types of market environments. With this understanding, we implement a clear and disciplined investment process to create your personalized portfolio.
A culture of service
Each member of our experienced team has the insight to look beyond your portfolio, asking questions that get to the core issues—about life, family and legacy. we strive to connect with your children because individuals of any age can benefit from education and more informed financial decision-making.
Life planning and transition
What is the best way to pass on your wealth as well as financial responsibility to the next generation? Will you be prepared if life changes suddenly? Our in-depth Planning process creates the framework for us to examine your life—your priorities today and the goals you have for tomorrow. From there, we develop a strategy to pursue your goals. This is an ongoing process—we continue to adjust and monitor your plan to help ensure your finances stay on track.
David Ellis lll has been recognized as an industry leader.
- Forbes Top 250 Financial Advisors, 2019
- Forbes Best-In-State Wealth Advisors, 2018, 2019, 2020
- Forbes/SHOOK America's Top Wealth Advisors, 2016, 2017, 2018, 2019
- Barron's Top 1,200 Financial Advisors, 2014, 2015, 2016, 2017, 2018, 2019, 2020
- Financial Times Top 400 Financial Advisors, 2013, 2016, 2017, 2018
- Barron's Top 1,000 Financial Advisors, 2004 - 2013
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