Landmark Wealth Management, LLC

Financial ServicesNew York, United States2-10 Employees

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.

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