Lewellyn Wealth

Lewellyn Wealth is a financial planner in Medford, Oregon, specializing in retirement planning, generational wealth transfers, and active investment management. The firm serves individuals and families seeking personalized financial strategies, including power workers planning retirement, small business owners considering exits, and families focused on long-term legacy goals. Founded in 1995 by Bart Lewellyn, the firm is now led by his son, Alex, and operates as a fee-only, fiduciary advisor with full discretion over client assets. It is known for its proactive approach to managing client portfolios, distinguishing itself from most advisors who lack the authority to act on behalf of clients during market changes. The firm has served the Medford area for over three decades and maintains a 4.60 rating based on customer reviews.

Lewellyn Wealth emphasizes a client-centered approach, building fully custom financial plans that align with individual life goals. As a Registered Independent Advisor, the firm has the legal authority to make active investment decisions on behalf of clients, allowing for timely adjustments to portfolios in response to market shifts. The firm was established after its founder left a major broker dealer following the 2008 financial crisis, choosing to create a business where advisors could act in clients’ best interests without institutional constraints. The firm continues to prioritize personalized service, treating clients like family while managing their wealth with discretion and care.

Lewellyn Wealth is located on Cardley Ave in Medford, Oregon, about a quarter mile from Biddle Road and within a short distance of several community centers and government offices. The business sits near the Recreation Room and Early Intervention & Early Childhood Special Education centers, both approximately 100 meters away, and is a short walk from Biddle Road and two nearby bus stops. The proximity to public transit and community services underscores its integration within the local neighborhood.

The firm is recognized for its commitment to fiduciary standards, active management, and long-standing presence in the Medford community. Its reputation is built on transparency, personalized service, and a family legacy of financial stewardship. Lewellyn Wealth stands as a trusted resource for residents seeking to protect and grow their wealth with a firm that acts with full accountability.