Jeff Llewellyn
Practice Lead, Special Needs Planning @Rockwood Wealth Management
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WORK HISTORY
Practice Lead, Special Needs Planning @Rockwood Wealth Management
New Hope, PA, US
Rockwood Wealth Management is responsible for advising affluent families and institutions. We function as trusted advisors on all matters pertaining to our clients’ financial planning and investments. Our deep understanding of capital markets, taxation, insurance, and estate planning allows us to address issues critical to business owners and corporate executives. We work closely with our clients’ tax and legal advisors to ensure a multi-faceted approach to wealth planning.
EDUCATION
Fox School of Business at Temple University
Master of Business Administration - MBA
The University of Texas at Austin
Bachelor of Arts - BA, Psychology
SKILLS
ABOUT JEFF LLEWELLYN
I know firsthand how complex and overwhelming it can feel to plan for the future of a loved one with special needs. As both a financial planner and a parent, I’ve walked the same road that many of the families I serve are on today. That lived experience fuels everything I do.At Rockwood Wealth Management, I lead our Special Needs Planning practice, where my focus is helping families build clarity and confidence around financial, legal, and life-planning decisions. From Special Needs Trusts and ABLE accounts to guardianship, government benefits, and long-term care strategies, my role is to guide families through each step — translating technical complexity into a clear path forward.Through my podcast, Secured Steps, I’ve built a platform to amplify resources, share stories, and spotlight advocates who are making a difference nationwide. My vision is simple: to ensure every family navigating disability has access to the trusted guidance, tools, and community they need to secure lasting peace of mind.If you’re an attorney, advocate, educator, or family member looking to collaborate, I’d love to connect. Together, we can expand awareness, empower families, and reshape how our country approaches financial security for individuals with disabilities.Disclosure: Content shared on this profile is for educational purposes only and should not be interpreted as investment, legal, or tax advice. Always consult with a qualified professional who understands your unique situation before making financial decisions.
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