Landmark Wealth Management
Data sourced from SEC public records (and other sources when available). Refreshed weekly • Updated today.
Client AUMClient assets under management
$647,784,585
Clients
287
Advisors
5
of 8 employees
About
Landmark Wealth Management provides comprehensive portfolio management, financial planning, and employer‑sponsored ERISA plan consulting to individuals (including high‑net‑worth clients) as well as institutional clients such as corporations, charitable organizations, and state or municipal government entities. The firm reported approximately $568 million in discretionary and $112 million in non‑discretionary regulatory assets under management as of 12/31/2025 and operates with a small advisory team.
The firm’s investment approach is grounded in Modern Portfolio Theory and emphasizes diversified, asset‑allocation‑driven portfolios built primarily with mutual funds and ETFs, with regular reviews and periodic rebalancing. The brochure also discloses that, when directed by clients, Landmark may use borrowing (margin) in brokerage accounts and outlines the attendant risks.
Landmark’s structure and service mix include features that differ from many peers: owners include Chiampou, Travis, Besaw & Kershner, LLP, representatives are Certified Public Accountants who provide tax preparation through Landmark Tax Advisors, LLC, and the firm discloses referral compensation arrangements with CTBK. The combination of a four‑adviser team, significant AUM, a stated ability to serve state/municipal clients, and affiliated accounting services are the most notable distinctions called out in the brochure.
Client services
Expertise
Fee options
$0+: Up to 1.00% annually for Comprehensive Portfolio Management $0+: Up to 1.00% annually for Employer-Sponsored ERISA Plan Consulting
Hourly rates charged for tax preparation and accounting services; rates vary by complexity.
Account minimum: $500,000 Fee-only: Investment management fees based on percentage of assets; no commissions received.
Main office
2410 North Forest Road, Suite 101
Getzville NY 14068
Advisors at this office
5
Most active in
Florida · Louisiana · New York · Pennsylvania · Texas
Also doing business as
Brant Woods Investment Advisors, LLC · Bryant Woods Investment Advisors Dba Landmark Wealth Management · Bryant Woods Investment Advisors, LLC · Chiampou, Cantara, Travis & Dansa Investment Advisers, LLC · Landmark Wealth Management · Odyssey Advisors · Odyssey Advisors, LLC
Disclosures
Exclamation point means they have disclosures of this type. Check mark means no disclosures of this type were found.
Business activities & affiliations
Is active or affiliated with:
Accountant / CPA / tax prep
They offer tax and accounting services, typically for separate fees.
Is not active or affiliated with:
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Insurance agent
They sell insurance products and may earn commissions on those sales.
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Broker-dealer / trader
They provide brokerage services and may earn transaction-based compensation in addition to advisory fees.
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Bank
They're affiliated with a bank that may offer its own financial products and services.
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Trust company
They provide trust and estate administration services, typically for separate fees.
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Fund sponsor
They manage or sponsor investment funds and may earn management or performance-based fees if clients invest in them.
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Lawyer
They provide legal services, typically billed separately.
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Real estate agent
They facilitate real estate transactions and may earn commissions.
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Other specialized services
They may provide services such as pension consulting or municipal advisory work, typically for separate fees.
Quick links
Advisors at this firm
Brian L
CFP®, PFS™, Series 65
Getzville, NY
Landmark Wealth Management
Brian Laible is a Certified Financial Planner™ (CFP®), Personal Financial Specialist™ (PFS™), and holds a Series 65 license with 12 years of industry experience. He has been with Landmark Wealth Management since 2011. In addition to his advisory role, Mr. Laible is a Certified Public Accountant and may provide income tax preparation and accounting services under separate agreements. Landmark Wealth Management offers investment advisory and financial planning services to individuals, corporations, charitable institutions, and government clients. The firm employs a Modern Portfolio Theory-based approach with diversified portfolios and integrates accounting and tax services through its CPA representatives.
Mark C
Series 63, Series 65
Getzville, NY
Landmark Wealth Management
Mark Collard is a financial advisor at Landmark Wealth Management with six years of industry experience. He holds Series 63 and Series 65 licenses and has been with Landmark Wealth Management since 2005. Outside of his advisory role, he serves as a board member for Try-It Distributing, providing advisory support on business matters. Landmark Wealth Management offers investment advisory and financial planning services to individuals, corporations, charitable institutions, and government clients. The firm employs a Modern Portfolio Theory-based approach with diversified, asset-allocated portfolios and integrates accounting and tax services through affiliated CPAs.
Daniel B
CFP®
Getzville, NY
Landmark Wealth Management
Daniel Bertleff is a CFP® professional at Landmark Wealth Management with seven years of industry experience. He has been with Landmark Wealth Management since 2019 and previously worked for Lockport Locks & Erie Canal Cruises from 2012 to 2019. Landmark Wealth Management offers investment advisory and financial planning services to individuals, corporations, charitable institutions, and government clients. The firm emphasizes diversified, asset-allocated portfolios based on Modern Portfolio Theory and integrates accounting and tax services through affiliated Certified Public Accountants.
Lindsay D
CFP®
Getzville, NY
Landmark Wealth Management
Lindsay De Lellis is a CFP® professional at Landmark Wealth Management with nine years at the firm and a total of five years of industry experience. Prior to joining Landmark, she worked at TPG Capital for one year. Landmark Wealth Management serves individual and institutional clients, including high-net-worth individuals and governmental entities, offering portfolio management, financial planning, and ERISA plan consulting. The firm follows an investment approach based on Modern Portfolio Theory, emphasizing diversified, asset-allocation-driven portfolios primarily using mutual funds and ETFs.
Wesley A
CFP®, Series 63, Series 65
Getzville, NY
Landmark Wealth Management
Wesley Austin is a CFP® with five years of industry experience, currently serving as an advisor at Landmark Wealth Management since 2026. He previously held roles at O’Bannon & Davis Inc., Equitable Advisors, and AXA Advisors, LLC. Landmark Wealth Management provides portfolio management, financial planning, and ERISA plan consulting to both individual and institutional clients, emphasizing diversified portfolios based on Modern Portfolio Theory. The firm supports high-net-worth individuals as well as corporations and government entities, and offers affiliated accounting services through its CPA representatives.
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