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Guiding your journey toward an abundant life

Guiding Our Clients On Their Journey Toward Abundance Since 1975

We strive to offer best-in-class advice and a team culture that centers around integrity and nurturing relationships to help guide our clients toward financial peace of mind.

Let us help you define and achieve your vision of abundance. Your journey awaits.

Tailored Wealth Management:
Because No Two Journeys Are Alike

We offer personalized strategies to help our clients reach their financial goals.

Retirement Accumulation Planning

Tax Planning 

Investment Management

Estate Planning

Risk Management

Retirement Income Distribution 

Charitable Planning

Employee Benefits Planning

Business Planning


At Landmark Wealth Management Group, we like to say that our team helps guide you on your journey toward abundance. What is abundance?

One of the most common definitions of abundance is “plentiful, an overflowing fullness.” When connected with finances, it can mean affluent or wealthy. But abundance doesn’t mean the same thing to everyone; it doesn’t refer to a particular number. Abundance in your particular situation will depend on your values and goals and what you want out of life. In addition, abundance implies that you have more than you need, allowing you to be generous and share with family, friends, or your favorite charities.

Defining what a life of abundance means to you is the first thing we talk about when we meet with you. Once we’ve determined that, we can help guide you on how to get there. Your definition of abundance may change over time, and it’s ok: We are with you on this life-long journey. And when it’s time to talk to your kids and grandkids about their definition of abundance, we can be there for them too.

Start your Journey

Are you retirement ready?
Try our free Retirement Readiness Calculator to find out where you stand today.