Landmark Wealth Management, LLC
CONTACT US FOR A FREE INITIAL CONSULTATION. YOU WILL RECEIVE:
- CLIENT BILL OF RIGHTS
- 10 STEPS FOR YOUR FINANCIAL WELL BEING
- A REVIEW OF YOUR CURRENT PORTFOLIO
As an independent advisor, we serve no one other than our clients. Due to our fee only status, we do not receive compensation via commissions, trailers, or sales charges. This structure aligns our interests with our clients' interests, as our compensation is based upon the retention, preservation and growth of all client assets entrusted to our care.
Additionally, we do not maintain custody of client assets. All client investment portfolios are held with TD Ameritrade Institutional, a well-respected industry-leading financial institution. We do not sell insurance products or any other proprietary investments. Our financial guidance is completely unbiased and free of the traditional conflicts of interest often found within many large Wall Street based firms.
We view each client's circumstances as unique and address them accordingly by analyzing their entire wealth management strategy. This is accomplished by looking beyond traditional investment solutions to encompass all aspects of wealth accumulation, preservation, and transfer. We envision comprehensive financial planning to be an ongoing evolution which must constantly adapt to an ever changing dynamic environment.
Let us aid you in that journey.
Please visit our website at www.landmarkwealthmgmt.com and/or call us, to learn more.
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identifying a potential advisor for their review and consideration. The appearance of an
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no assurance that you will experience a certain level of results or satisfaction if you
engage a listed advisor. Except for the NAPFA membership fee, the listed advisor did not
pay NAPFA a separate fee to appear on the list.