Landmark Wealth Management LLC is an independent "Fee Only" U.S. Securities and Exchange Commission (SEC) Registered Investment Advisor, based on Long Island in Melville, New York, with conference centers located in Hauppauge, Uniondale, Manhattan and Naples Florida. The firm is comprised of JOSEPH M. FAVORITO, CFP®, CHRISTOPHER N. CONGEMA, CFP®, JAMES J. MILLINGTON, CFP® and BRIAN R. COHEN. The mission of the firm is to provide comprehensive financial planning and investment management services to individuals, families, small business owners, and charitable foundations.
As an independent financial advisor, we serve no one other than our clients. Due to our fee only status, we do not receive compensation via commissions, trailers, or sales charges. This structure aligns our interests with our clients’ interests, as our compensation is based upon the retention, preservation and growth of all client assets entrusted to our care.
Additionally, we do not maintain custody of client assets. All client investment portfolios are held with TD Ameritrade Institutional, a well-respected industry-leading financial institution. While we can analyze your insurance needs, we do not sell insurance products or any other proprietary investments. Our financial guidance is completely unbiased and free of the traditional conflicts of interest often found within many large Wall Street based firms.
We view each client’s circumstances as unique and address them accordingly by analyzing their entire wealth management strategy. This is accomplished by looking beyond traditional investment solutions to encompass all aspects of wealth accumulation, preservation, and transfer. We envision comprehensive financial planning to be an ongoing evolution which must constantly adapt to an ever changing dynamic environment. Let us aid you in that journey.
Company Details
- Employees
- 7
- Founded
- -
- Address
- 95 Walt Whitman Road,
- Phone
- +1-631-923-2485
- in****@****gmt.com
- Industry
- Financial Services
- NAICS
-
Finance and InsuranceMonetary Authorities-Central Bank
- Website
- landmarkwealthmgmt.com
- Keywords
- Melville.
- HQ
- Melville, New York
Landmark Wealth Management, Llc Questions
Landmark Wealth Management, Llc's helpline number is +1-631-923-2485
Landmark Wealth Management, Llc's website is landmarkwealthmgmt.com
Landmark Wealth Management, Llc's LinkedIn profile is https://www.linkedin.com/company/landmarkwealthmgmt
Landmark Wealth Management, Llc has
7 employees.
View email and phone details for 7
employees at Landmark Wealth Management, Llc.
Landmark Wealth Management, Llc's industry is
Financial Services
Landmark Wealth Management, Llc's top competitors are
Heller Wealth Management,
Clear Point Advisors Inc.,
Up Digital,
Kaysi Gordon Financial Planning,
Small World Wealth Management,
Golden Bay Advisors,
United Financial Planning Group Llc,
Christian Financial Advisors Network,
Fortuna Digital Banking,
Charles Schwab.
Landmark Wealth Management, Llc's support email address is info@landmarkwealthmgmt.com
Landmark Wealth Management, Llc's categories are Financial Services
Landmark Wealth Management, Llc's founding year is 2011
