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Kevin Ellman CFP®

As a financial advisor for over 25 years, Kevin Ellman provides the full array of financial, estate, and retirement planning services to high net-worth business owners, families, executives, and individuals. He has appeared as a financial commentator on CNBC (Morning Call, Portfolio Make-Over, Make Your Money Work, Power Lunch), and on ABC, and has been quoted in Business Week, CBS Market Watch, Fortune Magazine and The Wall Street Journal.

Exchange Traded Funds – Part 1

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In this first of a three part series, Kevin Ellman, CFP® explains why we should know about Exchange Traded Funds or ETFs. When we build client portfolios one of the Read More...

Exchange Traded Funds – Part 2

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In this second of a three part series, Kevin Ellman, CFP® explains why we should know about Exchange Traded Funds or ETFs. Generally most index funds are very low Read More...

Exchange Traded Funds – Part 3

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In this last of a three part series, Kevin Ellman, CFP® explains why we should know about Exchange Traded Funds or ETFs. As index funds they can be used as part of a Read More...

How not to become a bag lady

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It’s easy to become overwhelmed by the prospect of managing your financial future. Many women worry about ultimately being unable to support themselves or their families. Read More...

How can I take control of my money?

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If you want to take control of your money, the first thing you need to do is learn the basics of investing so you can better navigate the financial sphere. Something as Read More...