Our Mission

Our mission is to provide our wide range of clients - from individuals to businesses - the professional financial planning that can come from working with an independent advisor and faithful steward. Using our team’s tax-planning backgrounds and investment management acumen we concentrate on developing innovative, prudent financial guidance and wealth planning solutions for every client’s unique financial situation and objectives. By offering sophisticated tax planning strategies complemented with sound investment planning, our clients are able to maximize the effectiveness and benefits of their overall financial plan.

At Landmark Financial Services Group, LLC we take great pride in providing our clients comprehensive, prudent, and expert tax planning and wealth management based on thorough research and sound analysis. We recognize and embrace the notion that our firm’s long-term success is only possible if we are fully committed to helping our clients succeed.