About Ellsworth Advisors, LLC
<p>Family office-style reporting and entity setup are part of Ellsworth Advisors, LLC’s retirement plan work, which is a less common mix for an audit-focused provider. Founded in 2018, the firm is based in Hudson in the Akron–Cleveland area and runs from a single Ohio office.</p> <p>Ellsworth Advisors has a 30-person team that works with individuals, families, business owners, and employer-sponsored retirement plans. On the plan side, the firm supports fiduciary governance and offers participant financial consultations alongside retirement plan consulting.</p> <p>Plan experience includes 401(k) and 403(b) arrangements, profit sharing plans, defined benefit plans, and ESOPs. The broader advisory work includes financial planning, asset management and asset allocation, tax advice, accounting advice, retirement planning, and estate planning. The firm also works with alternative investments such as private equity and private real estate.</p> <p>Ellsworth’s differentiator is how it pairs corporate plan support with ongoing financial reporting and other family office services, giving sponsors and owners one place to coordinate plan oversight and personal financial planning.</p> <ul> <li>Corporate retirement plan support across 401(k), 403(b), profit sharing, defined benefit, and ESOP plans</li> <li>Fiduciary governance support and participant financial consultations</li> <li>Financial planning, asset management, and asset allocation</li> <li>Tax and accounting advice, plus retirement and estate planning</li> <li>Private equity and private real estate; family office services such as entity formation and financial reporting</li> </ul>
Website: https://www.ellsworthadvisors.com/
Founded: 2018
Employees: 30
Office Locations
- Hudson, OH (Headquarters)