Lewellyn Wealth Partners with LPL Financial for Growth

Introduction to Lewellyn Wealth's New Chapter

We are excited to announce that Lewellyn Wealth has forged a partnership with LPL Financial, a major player in the wealth management sector. This collaboration marks a significant milestone for financial advisors Bart Lewellyn and Alex Lewellyn, who have transitioned their practice to LPL’s broker-dealer and custodial platforms.

About the Lewellyn Family Advisors

With a strong heritage in financial advising, Bart Lewellyn founded his firm in Medford, Ore., back in 1995. His vision was clear: to assist clients in building and managing wealth through strategic investment. His son, Alex, joined the family business in 2012, following a lifelong aspiration. Together, they specialize in offering a range of services including investment strategies, retirement planning, and complex advisory services tailored to the unique needs of diverse clientele such as engineers and business owners.

Investment Philosophy and Client Focus

Both Bart and Alex emphasize a disciplined and thorough approach to investing. As Alex elaborates, their methodology is not just about selecting investments but providing clients with deep insights into their options: “Our priority is to ensure clients understand their investments, which allows them to enjoy life while we manage their wealth effectively.”

Transitioning to LPL Financial

In their search for the optimal wealth management partner, the Lewellyn family explored various firms. They ultimately chose LPL, drawn by its reputation for discretion, independence, and a focus on client interests. Alex stated, “LPL's resources empower us through innovative technology and flexible solutions. This transition affirms our commitment to exceptional client service.”

The Rebranding of Lewellyn Wealth

As part of their integration into LPL Financial, the Lewellyns have rebranded their firm from Lewellyn Financial Management to the new identity of Lewellyn Wealth. Their updated branding, which includes a logo featuring a stag, symbolizes growth and protection, resonating with their role as guardians of their clients' financial futures.

Support from LPL Financial

Scott Posner, LPL’s Executive Vice President of Business Development, expressed enthusiasm for welcoming the Lewellyn team. He stated, “Our vision at LPL is clear—we aim to be the leading wealth management firm that advisors can depend on to maximize their success. We are committed to equipping our partners with the essential support and resources needed to enhance their services to clients.”

Why Choose LPL Financial?

LPL Financial Holdings Inc. (Nasdaq: LPLA) is recognized for its rapid growth and strong status in the wealth management sector in the U.S. It boasts a thriving network of over 28,000 financial advisors and services nearly 1,200 financial institutions, custodizing assets exceeding $1.8 trillion for approximately 6 million clients. LPL is committed to providing diverse advisor affiliation models, cutting-edge fintech solutions, and robust practice management services, allowing financial advisors the flexibility they require to build successful practices.

Advisory and Investment Services

With a focus on supporting advisors like Bart and Alex Lewellyn, LPL offers numerous investment options and business solutions. This positions advisors uniquely to meet the expansive needs of their clients, leveraging state-of-the-art technology and an extensive range of financial products.

Contact Information

For more details about Lewellyn Wealth and their services at LPL Financial, you can reach out to their team via email or telephone. They are dedicated to assisting clients in navigating the complexities of financial management.

Frequently Asked Questions

1. What is Lewellyn Wealth?

2. Why did the Lewellyns choose LPL Financial?

They selected LPL for its stability, reputation for excellence, and access to innovative technology that supports their client service goals.

3. What services does Lewellyn Wealth offer?

The firm provides investment services, retirement planning, and tailored financial strategies for individuals and businesses.

4. How can clients contact Lewellyn Wealth?

Clients can reach out via email or phone for any inquiries regarding their services and support.

5. What are LPL Financial's strengths?

LPL Financial is known for its vast network of advisors, comprehensive investment solutions, and commitment to ensuring advisors have the necessary resources to grow their practices.

About Investors Hangout

Investors Hangout is a leading online stock forum for financial discussion and learning, offering a wide range of free tools and resources. It draws in traders of all levels, who exchange market knowledge, investigate trading tactics, and keep an eye on industry developments in real time. Featuring financial articles, stock message boards, quotes, charts, company profiles, and live news updates. Through cooperative learning and a wealth of informational resources, it helps users from novices creating their first portfolios to experts honing their techniques. Join Investors Hangout today: https://investorshangout.com/

Disclaimer: The content of this article is solely for general informational purposes only; it does not represent legal, financial, or investment advice. Investors Hangout does not offer financial advice; the author is not a licensed financial advisor. Consult a qualified advisor before making any financial or investment decisions based on this article. The author's interpretation of publicly available data shapes the opinions presented here; as a result, they should not be taken as advice to purchase, sell, or hold any securities mentioned or any other investments. The author does not guarantee the accuracy, completeness, or timeliness of any material, providing it "as is." Information and market conditions may change; past performance is not indicative of future outcomes. If any of the material offered here is inaccurate, please contact us for corrections.