Lewellyn Financial Management
Finance · Oregon, United States · 1-10 Employees
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Overview
Headquarters
714 Cardley Ave, Medford, Oregon, 97504,...Phone Number
(541) 772-1380Revenue
<$5 MillionIndustry
ZI Rank: 1
Signal Type
Mar
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ZI Rank
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About Lewellyn Financial Management
Lewellyn Wealth is a fiduciary investment management firm based in Medford, OR, specializing in retirement and legacy planning for clients with over $500,000 in investable assets. They offer active investment strategies, including individual stocks and low-cost ETFs, with a focus on tax mitigation and personalized service. The firm has been helping families since 1995, emphasizing goal-oriented asset management to ensure clients can enjoy their lives without financial stress. Additionally, they provide a second opinion service to help clients assess their current financial strategies and make informed decisions.Explore more
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Lewellyn Wealth is a fiduciary investment management firm based in Medford, OR, specializing in retirement and legacy planning for clients with over $500,000 in investable assets. They offer active investment strategies, including individual stocks and low-cost ETFs, with a focus on tax mitigation and personalized service. The firm has been helping... Read More
