A complete list of active advisors currently associated with Landmark Wealth Advisors, LLC

Warmer can help you find a great advisor at Landmark Wealth Advisors, LLC or one who fits your needs even better.

Landmark Wealth Advisors serves individuals (including high-net-worth clients), retirement plans, trusts, estates, and other business entities, providing portfolio management, financial planning, selection of third‑party advisers, and pension consulting. The firm manages roughly $136 million for about 266 clients and delivers both discretionary and non‑discretionary services tailored to each client’s objectives. Investment advice is delivered through customized portfolios, model strategies, and periodic rebalancing informed by fundamental and technical analysis, with the firm distinguishing its role as a fiduciary for retirement accounts and operating under PTE 2020‑02 when applicable. Landmark may implement both long‑ and short‑term trading approaches as appropriate, and monitors accounts at least annually or upon material changes. A noteworthy feature disclosed in the brochure is that certain representatives act as and are compensated as bookkeepers for Landmark clients through an outside business entity, an accounting‑related affiliation the firm acknowledges as a potential conflict of interest. The brochure also discloses that some advisers are registered representatives of Purshe Kaplan and licensed insurance agents, which can create additional commission‑based incentives distinct from advisory fees.

To learn more about the advisors currently working at Landmark Wealth Advisors, LLC, click on their names below to view their profiles, or click here to see them all on a map. Or, if you tell us about your needs, Warmer can help you find the best advisor for you.