Ellsworth Advisors is a fee-based full-service financial advisor.

Finance

Ellsworth Advisors

Ellsworth Advisors' headquarters in Hudson, OH, United States

Timothy B. Clepper

John Dugan II

Cfp® Brett Baskin Cpfa

Kelly M. Orris

Colleen E. Shafer

Paul A. Martin

Patrick A. Justice

Cameron S. Miele

Kelly M. Kuennen

The Finance Team at Ellsworth Advisors is responsible for managing the company's financial planning, analysis, and reporting. Led by the CFO and several Senior and Vice Presidents, the team ensures effective budgeting, investment strategies, and financial compliance, while providing insights to support the firm's overall strategic goals. Their expertise helps optimize operational efficiency and drive sustainable growth for the firm and its clients.

Finance Team

This department provides comprehensive support and administrative assistance to executives and staff.

Administrative Services

This department focuses on guiding the organization's strategic direction and decision-making.

Leadership

The Leadership Team at Ellsworth Advisors is responsible for setting the strategic direction and overseeing the overall management of the firm. This diverse group of senior executives collaborates to ensure compliance with financial regulations, optimize operational efficiencies, and drive business growth while maintaining a client-centric approach. Their collective expertise guides the organization in delivering high-quality financial advisory services to clients.

Ellsworth Advisors

Org chart

Teams

Finance Team

Administrative Services

Leadership

Leadership Team

Offices

Ellsworth Advisors

Org chart

Teams

Finance Team

Administrative Services

Leadership

Leadership Team

Offices

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