LPL Financial announced that father and son financial advisors Bart Lewellyn and Alex Lewellyn have joined LPL Financial’s broker-dealer, RIA and custodial platforms. They reported serving approximately $320 million in advisory, brokerage, and retirement plan assets* and joined LPL from Osaic.
Based in Medford, Oregon, Bart established the firm in 1995 to help clients accumulate wealth and invest their assets. And Alex joined the firm in 2012 — something he had been planning since his youth. Together, they offer investment services, retirement planning, insurance strategies, and complex planning services to a broad range of clients, including lineman engineers, business owners, and multigenerational families.
With the transition to LPL, the team has rebranded its practice from Lewellyn Financial Management to Lewellyn Wealth. And their refreshed logo features a stag, representing growth and protection, which Alex says, reflects how they view themselves as protectors of clients wealth.
KEY QUOTES:
“Our investment approach is methodical and purposeful. Our goal is to provide our clients with a comprehensive understanding of the investment options available to them, focusing on those with the greatest potential for success. We prioritize what’s most important to them, which in turn allows clients to spend more time living their life and doing what they enjoy.”
“We always wanted our name on the door, discretion, independence and the ability to operate in our clients’ best interests. LPL’s standing as a leading wealth management firm ensures that we have all of that, as well as access to innovative technology, support and flexible solutions. We are confident that this transition will enable us to maintain our commitment to the highest level of service for our clients.”
– Alex Lewellyn
“We welcome Bart and Alex to LPL and look forward to supporting the growth and success of their practice. LPL is a champion for advisors, and our vision is to be the best firm to help our clients define and maximize their success throughout the entire lifecycle of their businesses. We do this by delivering personalized support, integrated capabilities and a flexible operating environment to help advisors expand their value proposition and build stronger connections with clients.”
– Scott Posner, LPL Executive Vice President, Business Development
