Jason Llewellyn
Partner Advisor
CPA, PFS™, CDFA®
Jason Llewellyn is a Partner Advisor serving Allworth’s Indianapolis office. With more than two decades of experience, he helps individuals, families, and business owners navigate complex financial decisions through comprehensive financial planning that integrates investment strategy, tax planning, and long-term wealth management. As both a Certified Public Accountant and Certified Divorce Financial Analyst® professional, Jason brings a distinctive perspective to advising clients during significant financial transitions, including the unique planning challenges that often accompany divorce.
In 2015, Jason co-founded Holistic Financial Partners, an Indianapolis-based firm that partnered with Allworth in 2026. Earlier in his career, he spent ten years at a national accounting firm, where he helped establish its financial services division in the Indianapolis market before serving as a financial advisor with a nationally recognized brokerage firm.
Jason serves on the Institute for Divorce Financial Analysts (IDFA) Board of Advisors and is a frequent speaker for the Indiana Continuing Legal Education Forum and the Indianapolis Bar Association, where he educates legal professionals on the financial considerations involved in divorce. He earned his bachelor’s degree in Accounting from Ball State University.
A lifelong Indiana resident originally from Terre Haute, Jason lives in Fishers with his wife, Missy, and their two daughters, Grace and Macy. Outside the office, he enjoys golfing and cheering on the Indianapolis Colts and Notre Dame.
My approach to financial planning extends well beyond investment management. Drawing on my background in accounting and tax planning, I take a holistic view of every client’s financial life to uncover opportunities that might otherwise be overlooked. I believe the most effective advice comes from understanding how investments, taxes, retirement, estate planning, and other financial decisions work together to support long-term goals.
I often work with clients during pivotal moments in their lives, including divorce, when the financial decisions they make today can have lasting implications for the future. That’s why I strive to serve as a personal Chief Financial Officer (CFO), helping coordinate every aspect of their financial picture and bringing clarity to even the most complex situations.
Throughout our relationship, my clients can expect a highly collaborative partnership built on thoughtful planning and open communication. My goal is to help them make informed decisions with confidence, knowing they have a trusted advisor focused on protecting their interests and helping them move forward with greater peace of mind.
What I enjoy most about this profession is helping people achieve their financial goals and build a stronger future. There is tremendous satisfaction in seeing thoughtful planning make a lasting difference in someone’s life, especially when they are facing a significant life transition such as divorce. I consider it a privilege to help bring clarity during a difficult time, and seeing clients regain financial stability and thrive in the years that follow is one of the most rewarding aspects of my work.
CPA: Certified Public Accountant
PFS™: Personal Financial Specialist
CDFA®: Certified Divorce Financial Analyst®
Many of the clients I work with are facing life-altering events where there is only one opportunity to define their financial future. My goal is to help them get it right.
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