Do you have a written financial plan from a fiduciary advisor?

For over 25 years we have helped our clients invest their assets in a goal-oriented manner, doing our best to achieve everything that is important to them. This allows them to spend more time living their life and doing what they enjoy.

We use a consultative process to identify where our clients are now, where they want to be, and the gaps in between. Through advanced tax mitigation and tactical investment consulting we strive to maximize probability of achieving what is important to you. Our team consists of two advisors, and is assisted by estate planning attorneys, TPAs, and CPAs. We are the one point of contact for your dynamic needs. 

We take being stewards of our clients wealth very seriously. We take great pride in knowing the intricate details of each and every one our clients situations. Thus, in order to ensure each of our clients receives the highest level of service, we recommend new clients have over $1,000,000 of investable assets.

A second opinion from Lewellyn Financial Management will:

• Help you determine if your portfolio asset allocation is appropriately aligned with your goals, values and risk tolerance.
• Point out any gaps in your financial strategy or areas of missed opportunity.
• Provide an opportunity to make necessary adjustments before it's too late.
• Enable you to ask questions about areas you're not completely clear on, or you aren't comfortable asking your current advisor.
• Provide the confidence that comes from knowing you're on the right track toward your goals.

What to Expect

Lewellyn Financial Management makes obtaining a second opinion both easy and enjoyable. When you contact us to schedule your second opinion, one of our professional associates will provide you with a Confidential Questionnaire to complete in advance of our meeting.

During our meeting, we will sit down with you to gain a thorough understanding of your values and goals. We'll ask you about your family, your career goals (if you haven't already retired), your plans for retirement and other information to help us determine what is most important in your life.

Following our meeting, we will analyze your current financial situation and strategy, based on the information provided to us, and develop a formal, written analysis of your investments and holdings. This may include recommendations for areas where we feel risk could be better managed or opportunities have been missed.

We will meet with you a second time to provide our analysis and walk through it line-by-line, answering all of your questions along the way.

You can always rest assured that your meeting with us, and any information provided to help us analyze your situation, is held in the strictest confidence. Maintaining your privacy is always our first concern.

SCHEDULE SECOND OPINION HERE