Landmark Wealth Management Group
Customized financial guidance for individuals, families, and Fortune 500 employees, ensuring financial security through retirement.
| Date | Investors | Amount | Round |
|---|---|---|---|
* | N/A | Acquisition | |
| Total Funding | 000k | ||
Landmark Wealth Management Group offers personalized financial advisory services, focusing on retirement planning, investment management, and estate planning. Serving a diverse clientele that includes individuals, families, business owners, and employees of Fortune 500 companies, the firm operates within the financial services market. The business model revolves around providing tailored financial solutions that simplify complex financial concepts, helping clients achieve their financial goals and secure their future. Revenue is generated through advisory fees and management of client assets. Landmark Wealth Management Group emphasizes ethical practices, having been recognized by the Ethisphere Institute as one of the most ethical financial services companies. The firm also provides tools like the Retirement Readiness Calculator to assist clients in assessing their financial preparedness.
Keywords: financial advisory, retirement planning, investment management, estate planning, Fortune 500, ethical practices, personalized solutions, financial security, wealth management, client-focused.