The Ellerson Group, Inc.

Who We Are

The Ellerson Group, Inc., an independent investment advisory and asset management company, is committed to developing client relationships that provide comprehensive, custom-tailored investment and financial advice, utilizing the best, independent, "fee only" resources available in today's financial markets. We are defined by our client's personal success. Learn more. 

Our Services

With over 40 years of experience in the investment markets, we are committed to the view that even with the multitude of financial services available today, what many families need is a consulting service rather than a one time financial plan, transaction driven brokerage service, or institutional minded trust services. Learn more.

Serving the Community

As Annapolis residents for more than 40 years, The Ellerson Group, Inc. is committed to serving the local community through service and charitable contributions. We regularly support area organizations including The Anne Arundel Medical Center, The Naval Academy, The Rotary Club of Annapolis and others.