A great feature of working with us is that you have immediate access to both our financial advisory team and your accounting/tax services team.  You can be sure that all your financial planning needs are coordinated in one location.

We offer SmartVault, a secure online document storage system at no cost to our clients. This allows you to view or share your files anytime from any device. 

If you have investment accounts totaling $500,000 or more, our tax team will prepare your individual tax returns at no additional charge.  And when you have investment accounts totaling $1 million or more, our tax team will also include developing your tax strategies at no additional charge. Not many advisors can offer a complete package like this.

Compare our advisory fees to other wealth management firms and see the difference.  A small difference in fees can have a huge impact over time.  For example, A $1 million portfolio invested with Landmark could save you $395,290 in advisor fees over 30 years compared to a wealth manager that charges an additional 0.50%.  And you would have all your tax preparation and planning services for no additional cost for 30 years! That’s value.