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LEWELLYN FINANCIAL MANAGEMENT                                                     

Simple. Elegant. Wealth Management.                                

714 Cardley Ave
Medford, OR 97504-6124
Phone:
  • (541) 772-1380
Fax:
  • (541) 772-0176

What is wealth management?                                                              

We help people make informed decisions about their money. This allows them to more time living their life, growing their business, or enjoying retirement. 

We use a consultative process to identify where clients are now, where they want to be, and the gaps in the way. Through advanced tax mitigation and tactical investment consulting we maximize the chances of achieving what's important. Our team consists of three advisors, and is assisted by an estate attorney, TPA, and CPA. We are the one point of contact for dynamic needs.

We are Registered Investment Advisors, and act in a fiduciary capacity, meaning our clients interests always come first. 

What is Wealth Management? Please view our wealth management process and formula in the "about us" section, as well as the section on active management.

Check the background of this financial professional on FINRA's BrokerCheck
Check the background of this financial professional on FINRA's BrokerCheck