Lewellyn Wealth

Lewellyn Wealth is a Financial Planner in Medford, OR. The firm specializes in retirement planning, generational wealth transfers, and active investment management. It serves clients including power workers, small business owners, and families seeking to protect and grow their assets. Founded by Bart Lewellyn in 1995, the firm has operated for over three decades and is now led by his son, Alex. The practice holds a rating of 4.60 based on customer reviews.

As a Registered Independent Advisor, Lewellyn Wealth maintains full discretion over client assets, allowing the team to make proactive investment decisions rather than relying on static model portfolios. The firm operates as a fiduciary and fee-only advisor, meaning it is legally obligated to act in the client's best interest without charging commissions or hidden fees. This structure supports a process that begins with a discovery meeting to understand specific goals, followed by the presentation of a fully custom investment plan and an Investment Policy Statement. The firm coordinates with external specialists, including CPAs and estate attorneys, to address investments, estate planning, tax strategy, and legacy planning.

The team has developed specific expertise in navigating the complex retirement benefit structures common among IBEW members and power workers. This includes managing assets tied to NEBF, NEAP, union pensions, and 401K accounts. The firm helps clients prepare for milestones such as pension decisions, Social Security timing, and Medicare enrollment. Alex Lewellyn, who became the youngest graduate of Wall St Academy, New York, in 2015, leads the firm with a focus on personalized service and active management. The firm aims to treat every client like its only client, providing a straightforward onboarding process that handles paperwork and account structuring within 45 days.

The firm is recognized for its positive rating from the customers who have reviewed it, reflecting a reputation for personalized attention and fiduciary integrity. With over thirty years of experience serving the Medford area, Lewellyn Wealth stands out for its commitment to active, discretionary management and its ability to handle complex financial situations for union workers and business owners alike.

Lewellyn Wealth combines decades of fiduciary experience with active investment management to help Medford residents protect and grow their wealth.

Lewellyn Wealth is located on Cardley Ave in Medford, Oregon, just a tenth of a mile from the Recreation Room and Early Intervention & Early Childhood Special Education. The office is also near the Biddle Rd bus stops and the Oregon Liquor and Cannabis Commission.

BizScoreAI gives Lewellyn Wealth a perfect Schema & Structure score of 100 out of 100. This excellent rating means the website carries structured data and clear headings that help AI assistants and search engines understand exactly what the business is and what it offers. The firm also earns a solid Technical score of 77 out of 100.