About Lewellyn Wealth
For over 30 years our advisors have been helping hard-working people protect and grow their wealth. As a Registered Independent Advisor, we take a proactive approach to ensure that you are always on the right track to achieve your financial goals.
A Proactive Approach to Financial Management
Over 95% of financial advisors do not have full discretion over how their clients are invested.1 That means the vast majority of so-called investment managers are not actually managing anything. They put you in a model portfolio, charge you a management fee, and tell you to hang in there when the market drops because, legally, they can’t do anything else.
At Lewellyn Wealth, we do things differently. As a Registered Independent Advisor, we have full discretion to actively manage your assets, make impactful decisions on your behalf, and change how you are invested to better align with your long-term goals. That puts us head and shoulders above what most advisory firms are doing.
Founded To Better Protect Our Clients
Bart Lewellyn started the firm in 1995 after years of working under the umbrella of the major broker dealers. When the 2008 financial crisis hit, Bart watched helplessly as his clients took the hit. Restricted by the institutions above him, all he could do was tell his clients to “hang in there.”
Bart never wanted to be in that position again. So he left, joined LPL as an independent advisor, and built a firm that allowed him to better protect his clients and grow their wealth.
A Family Business For Two Generations
Today, the firm is led by Bart's son Alex, who grew up in and around the business and has been studying the markets since he was eight years old. While Lewellyn Wealth has grown significantly over the past three decades, Alex has never lost sight of the values his father built the firm on. Every client gets a fully custom plan, an advisor who actively manages their money, and a team that treats them like family.
Let’s Work Together To Protect and Grow Your Wealth
You work hard for your money. We work just as hard managing your assets in a way that is fully custom, aligns with your life goals, and helps you better protect and grow your wealth.
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Our Process
Working with a new financial advisor can feel overwhelming. At Lewellyn Wealth, we have developed a clear and straightforward process designed to make sure you feel informed, confident, and taken care of every step of the way.
Discovery
We start by getting to know you, your goals, your current situation, and what retirement looks like. No assumptions, no model portfolios. Just a conversation with an advisor that wants to hear your story.
Investment Plan
We present a fully custom investment plan and IPS (Investment Policy Statement) built around your specific needs and with clear recommendations for how to move forward.
Mutual Commitment
We make sure we're the right fit for each other before anything is signed. This is a long-term relationship, and we take that seriously.
Getting Organized
Within 45 days we handle the paperwork, get your accounts in order, and make sure everything is properly titled and structured.
The Advanced Plan
A comprehensive evaluation of your entire financial picture. This includes investments, estate planning, tax strategy, and legacy planning. We then provide a comprehensive plan to move forward.
Your Professional Network
We coordinate your entire financial team. This can include your CPAs, estate attorneys, and more. Working with your other financial specialists ensures that every aspect of your financial life is covered.
Meet Our Expert Team
Our team of dedicated advisors and financial professionals are knowledgable, experienced, and work hard to help you achieve your financial goals. At Lewellyn Wealth, we believe that every client should feel like our only client.
Hear From Our Clients
We Work Hard So You Don’t Have To Anymore
As a power and electrical worker, planning for retirement has a unique set of challenges. IBEW members and other power workers often have complex asset allocations, with NEBF, NEAP, joint brokerage accounts, 401K’s, and more.
At Lewellyn Wealth, our team specializes in navigating the complexities of these accounts to make sure you are prepared for every milestone on the road to retirement, from pension decisions and Social Security timing to Medicare and beyond. You’ve worked hard your whole life. We work hard so you don’t have to anymore.
Resources and Insights
Managing your finances and planning for retirement can be complex. We regularly publish insights and resources to help you make informed decisions and better prepare for your future.
Let’s Work Together To Protect and Grow Your Wealth
You work hard for your money. We work just as hard managing your assets in a way that is fully custom, aligns with your life goals, and helps you better protect and grow your wealth.