Broker Check

Who We Are

  • Independent Fiduciary-Based Registered Investment Advisor
  • Personalized collaborative client service with a team approach
  • Advisors hold multiple advanced industry designations
  • Relationship options for services and compensation
  • Comprehensive services & extensive experience
What kind of firm is Landmark Wealth Management Group?

What kind of firm is Landmark Wealth Management Group?

Landmark is an independent fiduciary-based Registered Investment Advisor and currently works with clients across the U.S. As an independent firm, we use Fidelity as a 3rd party custodian.

How qualified are Landmark advisors?

How qualified are Landmark advisors?

Landmark is committed to excellence. Our wealth advisors have earned multiple advanced industry designations, including the CFP® (Certified Financial Planner) and all advisors uphold the fiduciary standard.

What services are offered, and how is Landmark compensated?

What services are offered, and how is Landmark compensated?

Landmark provides relationship options. You choose how to work with our team and how to compensate our advisors for their time and expertise.

Does Landmark help with more than financial planning & investment management?

Does Landmark help with more than financial planning & investment management?

In addition to financial planning & investment management, Landmark can meet all of your estate planning, tax and insurance needs, either in-house or through our extensive network of strategic partners.

What is Landmark’s corporate relationship history?

What is Landmark’s corporate relationship history?

Landmark has 20+ years of experience working with employees of the 3M Company, Andersen Corporation, Advanced Micro Devices, Lockheed Martin, Medtronic, Ecolab, and many more.

What is Landmark’s team approach?

What is Landmark’s team approach?

Landmark clients benefit from working with a team of advisors and client service members who collaborate to deliver exceptional customer service.

What is Landmark’s origin story?

What is Landmark’s origin story?

Landmark is a legacy firm, which provides financial guidance for the long-term. Our team includes our founding Partners, 2nd generation owners, and a focus on developing the next generation of wealth advisors.

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