

Ethos Financial Group, LLC Information
Contact top employees from
Ethos Financial Group, LLC
Summary
Ethos Financial Group is an investment management, financial planning and wealth advisory firm serving individuals, family offices, and other institutional investors. At the core of Ethos are sound pr...Show more
Industries
Financial Services
Headquarters Location
Employees Size
10-50 employees
Employees Turnover 3 quarter 2025
Number of employees switched from or switched to
Total number all of employee turnover
Length of Employment
Employee tenure at Ethos Financial Group, LLC shows a diverse range of experience levels:
14% have been with the company for less than 1 year29% for 1–2 years57% for 3–4 yearsEx-employees positions
In Company
In New Company
Contact top employees from
Ethos Financial Group, LLC
Lex Nikpour
Co-Founder & Partner
John Santini
Senior Financial Advisor
Seth Bittner
Financial Advisor/Partner
James Judge
Co-Founder/President
Dan Mueller
Senior Financial Planner
Matthew Ohrenich
Financial Planner
Alan Gottlob
Senior Vice President
Peter Cazamias
Senior Financial Advisor
Michael Dunlap
Senior Wealth Management Associate
Joyce Chobert
Director of Client Services
James Gonnason
Financial Planner
Lex Nikpour
Co-Founder & Partner
Kaeleigh deQuevedo
Senior Advisor Operations Associate
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FAQ
Ethos Financial Group, LLC operates in the Financial Services industries. More details can be found on the official website: ethosfg.com.
The headquarters of Ethos Financial Group, LLC are located in King of Prussia, United States.
Ethos Financial Group, LLC currently employs 10-50 people.