different

Unique investment advice tailored to fit the individual client.

responsibility

We take responsibility for achieving our clients’ dreams.

limited + selective client base

Allowing more time for individual attention to clients’ needs.

relationship

Proactive contact with our clients and their trusted advisors.

experienced

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

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:

  • Timing and location are very important factors that we use in striving to maintain tax efficiency for each of our clients.
structuring tax efficient portfolios
  • Our financial planning services typically involves working with our clients to set realistic financial goals. We provide our clients with analysis and research that helps us make an informed decision on the best investment option and protection of assets.
comprehensive financial planning
  • Some of the most important work we do for our small business owners involves structuring debt, retirement solutions, and legacy plans.
business consulting
  • We assist the divorcing client and his or her attorney in understanding how the decisions they make today will impact the client’s long-term financial future.
divorce-related financial planning

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