Broker Check

Frequently Asked Questions

1. What is unique about the financial journey you guide your clients on at Landmark Wealth?

  • Our first priority is acting as fiduciaries for our clients, that means always making decisions in the best interest of our clients. Second, we listen to determine our clients’ values and goals, so we may truly understand their fact situation to create a customized plan to map their journey toward abundance. Finally, we enjoy the unique and special relationship our advisors have with our clients helping to educate and guide them to their destination.    

2. Why should I embark on a financial journey with Landmark Wealth?

  • Becoming a part of our Landmark community means building a relationship with our team of advisors that want to help you achieve your life goals. Whether it is traveling the world, helping those less privileged, or making sure your children are taken care of once you’re gone, we want to do everything we can to help you get there, and celebrate along the way.

3. What can I expect at my first meeting?

  • We get to know you and what is most important to you. We will treat any data you provide as confidential, and will explain how we are compensated. If there is agreement to engage our firm, we will then begin building your plan based on your values to guide you step-by-step on your journey toward abundance. 

4. Why do you charge a fee for advice?

  • With our Fee-for-Advice program we will develop a comprehensive financial plan that addresses your unique situation and goals, based on your values. Our firm has significant experience, education and industry designations, like the CFP™ to help you better understand the most appropriate financial strategies for you. Whether you’re a recent college graduate or preparing to retire soon we can help you understand your financial situation and begin planning for your future without the feeling of being committed to a commission-based financial advisor.

5. Do you work with people who live in states outside of California and Minnesota?

  • Yes. Our advisors are licensed to serve clients across the country.  

6. Is Landmark Wealth part of Thrivent Financial?

  • Landmark Wealth Management Group, LLC is part of the Thrivent Advisor Network, LLC ("Thrivent"), a Registered Investment Adviser ("RIA"), located in the State of Minnesota. Being a TAN affiliate like our firm allows our team to utilize the resources and connections of a Fortune 300 Financial Services Enterprise, and also provide the touch of personalized service that sets us apart from many advisors and firms in our industry.

7. Do I have to be faith based to work with you?

  • No, we are welcoming and open to all. Our doors are open to any person looking to prepare for the future. To set up your first appointment or to have a conversation with an advisor to learn more about what we offer, click the button below.
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