Unique investment advice tailored to fit the individual client.


We take responsibility for achieving our clients’ dreams.

limited + selective client base

Allowing more time for individual attention to clients’ needs.


Proactive contact with our clients and their trusted advisors.


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


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
comprehensive financial planning
business consulting
divorce-related financial planning

new service

Landmark Financial Advisors now offers an innovative way to invest with our firm online or on your mobile device.

landmark direct

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