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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.

Monday Update by Kevin Ellman

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May 11, 2020 Allow me to be a proud parent for a moment. My son Liberty Ellman is now 48. When he was born I was living the full New York City Rock and Roll Read More...

Monday Update by Kevin Ellman

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May 4, 2020 We have now been working from home since March 16, 2020.  At the risk of sounding like a broken record, I have to say "Darn we are so Read More...

Monday Update by Kevin Ellman

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April 27, 2020 Compared to what so many people are going through, we are being mildly inconvenienced.  I start each day with a moment of gratitude.  Thank Read More...

Monday Update by Kevin Ellman

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April 20, 2020 This past Saturday I drove down to Washington DC to pick up our daughter Rebekka. She is the manager and head coach of a CrossFit gym in the middle of Read More...

Monday Update by Kevin Ellman

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April 13, 2020 Video Conference Like everybody else in the world, I am Zooming with my siblings, FaceTiming with my children and now I'm learning to use GoToMeeting Read More...