Landmark Wealth Management, LLC

Landmark Wealth Management provides discretionary investment management and financial planning to individuals, high‑net‑worth clients, pension and profit‑sharing plans, charitable organizations, and businesses, overseeing roughly $442 million in client assets across about 280 relationships. The firm operates as an SEC‑registered adviser with a team of six advisors and offers portfolio management, financial planning, and consulting services.

The firm’s investment approach is primarily long‑term and grounded in fundamental analysis; portfolios are built from mutual funds, ETFs and, when appropriate, individual stocks and bonds, and Landmark may employ covered‑call strategies or limited short‑term trades and margin when aligned with client objectives. Landmark typically custodians client assets at a single institutional custodian, may allocate portions of accounts to independent sub‑advisors, and provides ongoing monitoring and rebalancing under written investment policies.

Notably, Landmark maintains multiple offices—including four dedicated conference‑center offices in addition to its main office—and conducts educational seminars or workshops as part of its client engagement and outreach. The firm operates on a fee‑only basis, discloses relationships with third‑party managers, and documents client goals and restrictions in investment policy statements to guide discretionary management.