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Who Is LandMark?

Meet LandMark Financial Planning & Advisory, an independent financial planning firm working for you. We work with the belief that you need a blueprint before construction and that any advisor can provide investments; it’s the trusted relationship that can be harder for clients to find. With decades of experience and a commitment to providing impeccable service, we seek to build long-term partnerships with our clients by providing objective advice and honest recommendations. 

LandMark's planners are registered with Lincoln Financial Advisors Corp.  What does it mean to be with Lincoln? Well think beyond the beard, the top hat, and the Oval Office. When your planner is with Lincoln Financial Advisors, clients can benefit from:

  • A holistic financial planning approach. From the first meeting, we listen to clients’ goals and objectives, crafting an investment strategy aligned with those objectives. By addressing clients’ short-term and long-term goals, we seek to develop a comprehensive strategy that grows with clients through the many stages of life. We never make a recommendation before first understanding our client’s unique positioning regarding their finances.
  • Objective advice. As independent financial planners, we are committed to providing honest guidance. Without any conflicts of interest or quotas to meet, we develop strategies and make recommendations based on each client’s individual needs and goals. We don’t work for a large wirehouse or institution; we work for you.
  • Strong communication. We seek to stay in contact with our clients based on their preferences, whether it’s an annual review or a quarterly update. In addition, we are always transparent with our recommendations and educate our clients on why we suggest the things that we do. We work as a team with our clients and take genuine interest in their future. We won’t always be there to make sure you’re eating your veggies or taking your vitamins, but we will be there to make sure your financial plan is on track and is implemented efficiently and effectively.

Contact us today to learn more about the benefits of working with us.