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different

Unique investment advice tailored to fit the individual client.

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responsibility

We take responsibility for achieving our clients’ dreams.

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limited + selective client base

Allowing more time for individual attention to clients’ needs.

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relationship

Proactive contact with our clients and their trusted advisors.

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experienced

Combined 80 years of wealth management, financial planning, banking and investment advisory.

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independent

Independent, objective advice. No financial interest in proprietary investments or insurance.

Landmark Financial Advisors, LLC is an independent, privately owned registered investment advisor. Our firm is a fee only business, built on the commitment to eliminate any conflicts of interest in helping you to achieve your financial goals. We recognize that true wealth management encompasses more than prudent investing. Our task is to help preserve and enhance the wealth of affluent individuals. We bring a wide range of professional skills that are required to successfully manage wealth:

structuring tax efficient portfolios

sophisticated financial planning

business consulting

innovative solutions for transferring wealth

divorce-related financial planning

what we’re talking about…