portrait of Chris Ellwood
FINANCIAL ADVISOR
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Serving clients of all asset levels
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About Chris

I became a financial advisor to help hardworking businesses, families and individuals navigate the often complex world of personal finance. Many people can feel overwhelmed by jargon and systems that don't always align with their needs. My mission is to simplify these concepts and empower clients, through education, to make informed, confident decisions that align with their goals and values.

While not exclusive, my practice primarily focuses on skilled tradespeople, public employees, health care workers and environmental professionals — groups that often face unique financial challenges. I provide strategies to manage their finances effectively, whether it’s managing debt, planning for retirement,...

Focus Areas

  • Public Service Professionals
  • Military Professionals & Veterans
  • Divorce Finances
  • New Investors
  • Insurance & Annuities
  • Sustainable investing

Work History

  • Edward JonesJune 2024 to Current
  • Adventure Films Ltd.June 2023 to Current

Education

  • Ohio State Univ-ColumbusBachelor of Science

Personal Interests

  • Spending Time with Family
  • Volunteering
  • Traveling
  • Hiking
  • Snowboarding

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Office Information

Hours

Office Hours
WeekdayAvailability
Mon 08:00AM - 04:30PM
Tue 08:00AM - 04:30PM
Wed 08:00AM - 04:30PM
Thu 08:00AM - 04:30PM
Fri 08:00AM - 04:30PM
Sat By Appointment Only
Sun By Appointment Only

Additional Hours

  • Evenings
  • Weekends
  • Web Conferencing

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