Financial Planning & Advisory Services for Business Owners & Executives

What if it were possible to retire 5 years earlier?

….or have an extra $500k to help fund your grandkids education?

Our typical clients are high-performers doing many things right—

But there are often hidden gaps costing them time, taxes, and peace of mind.

  • Finances scattered across accounts and institutions — no single source of truth.

  • Overpaying the IRS by reactively handling taxes

  • Strong income, but no clear path to real freedom.

That’s where our process begins — turning complexity into clarity.

A document titled 'Case Study 1 — Paying Less to the IRS, Keeping More for Family' discusses tax planning strategies. The text explains the challenge of high taxes and insufficient wealth. It describes using smart tax planning techniques like Roth conversions and withdrawal sequencing to increase lifetime and after-tax wealth, reducing tax exposure and enhancing retirement flexibility. The results include adding $1.6 million in lifetime wealth, creating over $3 million in additional after-tax wealth for heirs, and reducing tax exposure. An attached graph compares different tax bracket strategies, illustrating a proposed approach that results in over $3 million more in tax-adjusted assets than the reference strategy.

We design you a custom plan, built by your goals, backed by data and made efficient through our process to ensure that you’re not leaving money on the table.

No more wondering if you’re on track, or unsure if you’ll have enough to cover healthcare costs. You will have the certainty that your wealth is working as hard for you, as you have to build your career:

Your Executive Financial Plan: Road Map + Snapshot

Your First 60 Days

Here’s what the first several weeks typically look like if we decide to move forward.

A step-by-step guide for financial planning: 1. Fit + Gaps Assessment – Discover your current financial situation and opportunities; 2. Launch & Align – Simplify and organize accounts; 3. Initial Planning Session – Visualize the complete financial picture; 4. Plan Delivery + Implementation – Finalize plan with personalized recommendations and start tracking progress.
Financial dashboard displaying a probability of success at 94%, and various statistics including net worth of $1.42 million, effective tax rate at 13.8%, savings rate at 23.7%, and total effective tax rate at 25.8%. It includes a historical net worth graph from 2018 to 2023, a balance sheet with assets and liabilities totaling over 1.4 million dollars, current year savings figures for different plans, a pie chart showing asset allocation, and notes about tax payments and IRS backdoor Roth IRAs.

Turn clarity into confidence.
You’ll receive clear, personalized recommendations. Once approved, we’ll put your plan into motion and begin tracking your progress.

In 60 days, you’ll move from uncertainty to a clear, confident plan

Does this sound like you?

Apply to work with Us
Llewellyn Financial — Wealth Advisory Pathways
We offer Three Pathways:
Start With Structure.
Scale to Full Partnership.

Most people don't need more advice.
They need the right level of structure.

Emerging · Under $500K Revenue

Wealth Strategy Group

Uncover $10K–$30K in tax savings in year one.
A private, members-only group for business owners and high-income professionals earning $150K–$500K who want structure over their tax decisions throughout the year — not just at filing time.
Includes
  • Monthly group calls — seasonal tax strategy, live with the group
  • Annual 1:1 strategy review with Gabe
  • Priority invite to the annual business summit
  • Expert sessions with CPAs & Estate Attorneys to architect your wealth
  • Video & materials portal — frameworks and playbooks on demand
  • One guest pass per quarter — bring a spouse or business partner to any call
Outcome

The right tax decisions, made at the right time — every quarter, every year.

$397/month
Structured guidance — not individualized tax advice.
Capped at 15 members  ·  Not open year-round
Request Access
Established · $500K–$10M Revenue

Llewellyn Wealth Operating System™

For business owners who need a wealth architect.
For business owners earning $500K+ or operating seven-figure businesses who need full coordination across tax, wealth, and business strategy — managed as one system.
We Help You
  • Align business + personal strategy
  • Optimize S-corp compensation and QBI across your full income picture
  • Strengthen cash flow and retained margin
  • Coordinate tax, estate, charitable, and advanced planning
  • Build a multi-year wealth strategy + initial exit plan
  • Navigate complex income events and liquidity decisions
  • Integrated coordination across your CPA, attorney, and advisory team
Goal

Build margin, reduce taxes, and grow both your business and your personal wealth — with confidence and a system running the whole picture.

$12,500–$25,000+/year
Scope and complexity-based. Confirmed at intake. Optional investment management: 0.35% AUM.
Apply for Partnership
Exit · $5M+ Business Value

Exit & Liquidity Strategy Engagement

One timeline. One outcome. No room for error.
For business owners preparing for the most significant financial event of their lives. You get one shot at this.
We Implement
  • Business valuation and exit timeline
  • Entity optimization and pre-sale positioning
  • Tax strategy for the exit — QSBS, installment sale, asset vs. stock
  • Coordination with your CPA, attorney, and M&A team
  • A written blueprint execution plan for your exit
Includes
  • 30 days of focused, high-touch advisory and execution support
Goal

Avoid losing $500K–$2M+ on a meaningful exit. One shot to get this right.

$50,000+
Flat engagement fee. Scope confirmed at intake.
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No Commissions
No Hidden Costs
100% Fiduciary Alignment
Fee-Only
Optional investment management available for LWOS Partnership clients at 0.35% AUM
The Wealth Strategy Group provides structured guidance and education — not individualized tax or investment advice. All services are provided by Llewellyn Financial. Please consult a qualified tax professional before making decisions based on any information provided.

Apply to work with Llewellyn Financial

We work with a limited number of business owners and executives each year.
This short application helps us determine mutual fit.

If we’re not a good fit, we partner with other firms to find you the right guidance.