About Llewellyn Financial
After a decade climbing the ranks in CPG and private equity — leading operations teams and closing multimillion-dollar partnerships — I kept seeing the same thing:
Smart, high-earning professionals were crushing it at work, but lacked a clear, tax-smart plan to turn income into lasting wealth.
I built Llewellyn Financial to change that.
As an independent, fiduciary wealth management firm, we help sales, supply chain, and operations executives take control of their money, optimize their investments, and plan with confidence for the future.
Meet the Founder
Gabe Llewellyn spent a decade in leadership roles at Cargill, supporting global companies like Walmart, Starbucks & Campbells — gaining firsthand insight into the career paths, financial risks, and wealth-building challenges executives face every day.
Driven by a personal passion for financial planning, Gabe founded Llewellyn Financial to help high-achieving professionals align career success with long-term financial freedom.
Applying the same strategies he teaches clients today, Gabe and his family grew their personal net worth by over $500,000 in just five years — even while navigating career transitions and raising a young family.
Gabe holds a Bachelor of Science in Finance and an MBA from the University of Arkansas.
As a fiduciary and fee-only advisor, he is committed to providing clear, objective advice tailored to each client’s life, career, and goals.
Originally from the D.C. area, Gabe now lives in Charlotte, NC with his wife, young son, and newborn daughter. When he’s not advising clients, you’ll likely find him training for his next marathon or exploring the Carolinas with his family.
Our Values
At Llewellyn Financial, these values guide every relationship, plan, and decision we make.
People First
Every decision we make is through the lens of how it serves our clients' goals and success. When our clients thrive, we thrive.
Integrity
We keep it simple. As fee-only, fiduciary advisors, we work for you, the client. There are no hidden fees, commissions, or kickbacks. Just transparent, objective advice.
Growth
We live in a fast-paced world, and healthy people — and businesses — never stop learning, adapting, or growing. We believe your financial strategy should grow with you, adjusting to life's opportunities and challenges.
✨ Why Clients Choose Us
At Llewellyn Financial, we combine real-world practical expertise with a personalized touch, all through a fiduciary planning focus.
Our clients value clarity, trust, and partnership — and we deliver strategies built not just for today, but for the career transitions, opportunities, and freedom they’re working hard to achieve.
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 30-minute consultation.