A complete list of active advisors currently associated with Landphair Wealth Management LLC

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

Landphair Wealth Management provides discretionary portfolio management and financial planning services to individuals and high‑net‑worth individuals, producing an Investment Policy Statement for each client and offering both comprehensive and a la carte planning engagements. As of 12/31/2025 the firm reported approximately $13.8 million in discretionary assets under management across 23 client relationships. The firm’s investment process combines fundamental analysis with modern portfolio theory, emphasizing asset allocation as the primary driver of returns, passive indexing on the equity side and more active management on the bond side. Portfolios are implemented primarily with mutual funds, ETFs, REITs and fixed income instruments; the advisor typically seeks discretionary trading authority and conducts at least quarterly account reviews. A distinctive feature is that the firm also serves pension or profit‑sharing plan clients, a client type that is relatively uncommon for independent advisors of this scale. Operationally, the brochure notes practices that differ from many peers — LWML does not aggregate client trades and may receive research or other soft‑dollar benefits from recommended custodians — factors that could influence execution and research access.

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

Name
Location
Years of experience
Corissa Landphair profile photo Corissa Landphair
Deerfield, IL
12
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