Charlotte’s Fiduciary Fee-Only Financial Advisor

for 6 & 7-figure Business Owners & Executives

Turn High Income Into Strategic Wealth
(Not Higher Taxes)

Our unique approach:

  1. Strategy
    We focus on tax, cash flow, and decision timing before investments

  2. Multi-Year Planning
    Not just this year’s taxes — your next 5–10 years

  3. Designed for High Earners
    Stock comp, business income, exits, and advanced planning needs

  4. Fiduciary & Fee-Only
    No commissions. No product bias. Just advice

We specialize in partnering with

Business Owners to reduce tax exposure by 5 figures by optimizing

  • QBI deductions

  • Payroll and Solo 401(k) optimization

  • Charitable Clustering

  • Trust & estate planning

  • Exit planning & valuations

Executives Navigating Equity & Income Complexity

  • Make smarter RSU and stock option decisions

  • Optimize bonus and deferred comp squencing

  • Plan career transitions tax-efficiently

  • Avoid costly equity mistakes

We’re a great fit if you:

  • Earn $300K+ as an executive or business owner

  • Have equity comp, bonuses, or business income

  • Concerned about tax drag and want a strategic financial quarterback

We intentionally limit new relationships because our customized approach allows us to deliver meaningful results. And when someone isn’t a fit, I’m happy to help connect them to the right professional.

If this sounds like you—or someone you care about—feel free to reach out.

Request a Consultation

We will:
✔ Identify biggest tax opportunities
✔ Highlight planning blind spots
✔ Recommend next steps — no obligation

Book Your Strategy Call

Client Reviews

Gabe helped us to create a budgeting plan that worked best for our family. Gabe was very professional and talented with creating a personalized financial plan and tools that helped our family save money and establish further discipline and earning potential. Highly recommend A++”

— Ian H.

“Gabe has been a great advisor to me over the past few years. He truly has my best interests in mind and is willing to do whatever it takes to ensure my best financial position.”

— John C.

“Llewellyn Financial made rolling over my retirement account easy and stress free. Now I know someone I trust is managing and watching out for my account!”

— Cassie C.

“Gabe has been awesome to work with, and such a help in managing our finances. Our net worth has changed substantially and the help with budgeting and planning for the future has been invaluable. Thanks Gabe!”

— Dave R.

Read more reviews from our clients on Google

Important Disclosure Regarding Client Reviews

The reviews displayed are provided by individuals who have worked with Llewellyn Financial LLC and were independently submitted on Google, a third-party review platform. No compensation was provided for these reviews. Client experiences may not be representative of all clients, and there is no guarantee future clients will have similar results. Llewellyn Financial LLC does not control which reviews are published or displayed by Google.

free download

The High-Income Tax Strategy Guide

The five critical tax decisions every $300K+ earner must get right

✔ Reduce unnecessary taxes on bonuses, RSUs, and business income
✔ Avoid costly mistakes with stock comp and liquidity events
✔ Plan multi-year strategies around income spikes
✔ Build a smarter, more intentional wealth plan

Access Your Free Tax Strategy Guide

Gabe Llewellyn
Founder

If you’re ready to take the next step in your financial journey, I would love to connect with you!

Reach out for your free 20-minute consultation.

Book Your Strategy Call