About
John Ellard brings over three decades of experience in advising ultra-high-net-worth individuals and business owners, with a career dedicated to navigating the sophisticated and interwoven challenges of personal wealth, business planning, and legacy planning. His approach is deeply client-centric, helping individuals align their financial, personal, and business goals to achieve their most ambitious visions.
Throughout his career, John has guided business owners through every stage of the business lifecycle—from formation and growth to strategic exit planning. His involvement with the Philanthropic Advisor Leadership Institute, Children’s Healthcare Legacy Advisor Council, and the Atlanta Estate Planning Council reflects his commitment to thoughtful legacy planning. John brings structure, foresight, and clarity to high stakes decisions by integrating investment, tax, and estate planning into cohesive long-term strategies.
John lives in Atlanta with his wife, Laura, and is the proud parent of two adult children, Justin and Julia. The family enjoys cheering on the University of Georgia.
Education
- BA, University of Georgia
Awards
- 2017-2024 winner of “Five Star Wealth Manager” award (1)1
- 2026 Investment News 5-Star Wealth Management Team
Additional licenses and designations
- California Insurance License #4395886
Award criteria based on 10 objective criteria associated with providing quality services to clients such as credentials, experience and assets under management among other factors. Wealth managers do not pay a fee to be considered or placed on the final list of 2017, 2018, 2019, 2020, 2021, 2022, 2023 or 2024 FIVE-STAR Wealth Managers. Awarded 9/01/17 for the period of 12/30/16 - 7/14/17. Awarded 9/01/18 for the period of 12/29/17 - 7/24/18. Awarded 9/01/19 for the period of 12/10/18 - 7/23/19. Awarded 9/01/21 for the period of 11/30/20 - 6/25/21. Awarded 9/01/22 for the period of 12/13/21 - 6/10/22. Awarded 9/1/23 for the period 11/14/22 through 5/31/23. Awarded 9/1/24 for the period 11/14/23 - 6/10/24.
Resources from John Ellard
Current Clients
Contact me via email or my team at the top of the page.
Your complimentary consultation
During your no-obligation meeting, you will:
Get a second opinion on your financial situation
Be matched with a Wealth Enhancement advisor
Begin crafting a comprehensive financial plan
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Schedule an initial consultation