A complete list of active advisors currently associated with Landmark Wealth Management

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

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.

To learn more about the advisors currently working at Landmark Wealth Management, 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.