Patrick Justice serves as a Director of Ellsworth Advisors. Patrick began his career in wealth management in 2010. In 2014, he earned the CERTIFIED FINANCIAL PLANNER™ designation. Patrick provides comprehensive financial planning to both existing clients and prospective clients. As a CERTIFIED FINANCIAL PLANNER™, he specializes in complex situations, including executive compensation, company stock, succession planning, estate planning, multi-generational planning, trusts and dissolution of marriages. As a former Chief Compliance Officer, Patrick possesses substantial regulatory experience and serves in a compliance support role.
Prior to joining Ellsworth Advisors, Patrick wore many hats during a 10-year career at Demming Financial Services Corp. His main role was to provide financial planning services to clients. During this time, he developed a true specialization in working with high-net-worth clients and executive compensation plans. Patrick also spent time serving as the firm’s Chief Compliance Officer and Chief Operations Officer.
Patrick is a graduate of the University of Akron. He earned his bachelor’s degree in Business Administration with a concentration in Financial Planning.
Patrick resides in Green, Ohio with his wife Heather. They welcomed twins, Olivia & Cillian, in April 2020.
Certified Financial Planner Board of Standards Center for Financial Planning, Inc. owns and licenses the certification marks CFP®, CERTIFIED FINANCIAL PLANNER™, and CFP® (with plaque design) in the United States to Certified Financial Planner Board of Standards, Inc., which authorizes individuals who successfully complete the organization’s initial and ongoing certification requirements to use the certification marks.