Comprhensive Financial Planning and Investment Management Firm
Based in Long Island New York, Landmark Wealth Management LLC is a “fee only” New York State registered investment advisor. The mission of the firm is to provide comprehensive financial planning and investment management services to individuals, families, and small business owners. Due to our fee only status, we do not receive compensation via commissions, trailers or sales charges. We do not sell insurance products or any other proprietary investments. Our advice and investment management services are completely unbiased and not compromised by sales goals or product compensation. Additionally we DO NOT serve as a custodian of client assets. All assets in a client’s investment portfolio will be held at a separate well respected industry leading financial institution.
We view each client circumstance as unique and address them accordingly by looking at their entire wealth management strategy. This means looking beyond traditional investment solutions, to encompass all aspects of wealth accumulation, preservation and transfer.
We also view financial planning as an ongoing evolution, which must constantly adapt to an ever changing dynamic environment. Let us aid you in that journey.
Keywords: Investment, Financial Planner, CFP
Interview Q&A
How long have you been in business?
16 years
What is your primary product or service?
Fee only financial planning and investment management services for individuals and small business owners.
How did you first become interested in your line of business? (if owner) - What is your background? (If owner or store manager)
I was always iterested in the topic of how to make your money work for you. I am currently the firm Principal of Landmark Wealth management, LLC. I am a Certified Financial Planner with 16 years of industry exoerience.
How do you differentiate yourself from other businesses in your category and area?
We are fee only, which enables us to be completely unbiased.
How many locations do you have and do you have plans to expand?
Just the one Melville location
Provide detailed directions to your location
We are jsut north of the LIE on Rte 110, in the 150 building.
What type of payments do you accept?
Fee's are paid through a third party asset custodian.
Which areas do you service?
Primarily long island with a few out of state clients.
Who owns your company or runs daily operations?
I am the firm Principal, and I am responsible for day to day operations.
What is the best compliment anyone can give you?
That I provided them with a valuable service, well worth their time.
What is your favorite quote or Bible verse?
Whatever doesn't kill you...Can only make you stronger.
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