We believe our teamwork approach adds a broader perspective to all we do and provides increased benefits to our clients.
Our team of financial professionals can help you address:
- Investing principles and strategies
- Retirement investing and distribution strategies
- Estate conservation issues
- Risk management
We also can answer your questions, including:
- Can I retire early?
- Are my investments working hard enough?
- What’s the best approach for college savings?
- What are the elements of a sound estate strategy?
- Do I have enough life insurance for my family?
Our experienced professionals have helped many people just like you with similar issues and concerns. We specialize in creating an approach that is designed to address your individual situation.
Gary Sullivan, CPA/PFS, CFP®
Founder and CEO
Gary is the founder and President of Landmark Wealth Advisors, LLC a financial consulting firm that has been creating and managing wealth exclusively for private business owners since 1989.
Karen has spent her entire professional life helping businesses and individuals achieve their financial goals.