Lewellyn Wealth

Lewellyn Wealth is a financial planner in Medford, Oregon. The firm specializes in retirement planning, generational wealth transfers, and active investment management, and it works as a fiduciary and fee-only advisor. Clients include people planning their retirement, small business owners looking toward an exit, and families thinking about their future. Each client receives a plan built around their own goals, accounts, and timeline. The firm holds a rating of 4.60 from the customers who have reviewed it.

Lewellyn Wealth operates as a Registered Independent Advisor with full discretion over how client assets are managed. That discretion allows the firm to make proactive decisions and adjust how a client is invested as markets change, rather than placing clients in a template portfolio based on risk tolerance. The practice covers retirement planning, legacy and wealth transfer, small business retirement, investment management, and tactical asset management. Retirement planning work takes in savings, pensions, benefits, Social Security timing, Medicare enrollment, and required minimum distributions. Legacy and wealth transfer planning addresses account titling, trusts, and beneficiary designations, with the aim of protecting assets and easing the transfer of wealth to the people and causes clients choose.

The firm was founded by Bart Lewellyn in 1995, after years spent working under major broker dealers. During the 2008 financial crisis, Bart was restricted by the institutions above him and could only tell clients to hold on; he left, joined LPL as an independent advisor, and built a firm that allowed him to better protect his clients. Lewellyn Wealth is now owned by Bart's son, Alex, who grew up in the family business. Under Alex, every client still receives a fully custom plan, an advisor who actively manages their money, and a team that treats them like family.

The office sits on Cardley Ave, about a tenth of a mile from the Recreation Room community center and the Early Intervention and Early Childhood Special Education center. Biddle Road runs roughly two tenths of a mile away, as does the Oregon Liquor and Cannabis Commission government office, with bus stops along Biddle Road north of Superior Court and north of Stevens nearby.

Lewellyn Wealth has served Medford and the surrounding area for more than three decades, and its positive rating reflects the experience of the clients who have reviewed it.