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

We offer Two Wealth Advisory Pathways:

One-Time Tax Strategy Engagement

Built for executives and business owners who want to reduce taxes and need clarity today.

We help you:

  • Comprehensive tax planning for your business and investments

  • Identify and quantify hidden tax opportunities (Roth conversions, entity optimization, deductions)

  • Action plan targeting 2–3x ROI in year one, or 10x+ ROI over the life of the plan

  • Option to implement independently or with our team

Goal: Accelerate progress & capture missed opportunities that move the needle this year.

Business Wealth & Strategy Partnership

For business owners who want clarity, tax efficiency, and a financial system that supports both their family and their businesses.

We help you:

Align business + personal tax strategy

  • Optimize S-corp salary and owner compensation

  • Strengthen cashflow and protect Balance Sheet

  • Optimize charitable giving (DAF) and estate coordination

  • QBI & Solo 401(k) optimization

  • Trust & estate coordination

  • Deferred comp sequencing

  • Multi-year strategies around income spikes

  • Exit planning strategy

  • Integrated, year-round decisions with your professional team (CPA, Attorneys etc).

Goal: Build margin, reduce taxes, and grow both your business and your personal wealth with confidence.

No commissions. No hidden costs. 100% fiduciary alignment.

Transparent fees:
One-Time: $6,500 |  Business: $12,500-$32,000/yr

*Optional investment management for Business Partnership clients: 0.35% AUM

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.