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Insights

Independent, fee-only Position Landmark Financial Advisors as a trusted, conflict-free advisor to affluent clients seeking objective wealth management with tax-efficient portfolios and comprehensive financial planning.

Private scale Target high-net-worth individuals and family offices in need of bespoke wealth transfer solutions, emphasizing customized structuring and business consulting capabilities.

Tech stack Leverage digital presence and marketing tools to reach prospects, while highlighting modern, client-centered tech capabilities that support transparent, Gravatar/SEO-enabled engagement.

Growth potential Compare revenue range with peers to identify upsell opportunities to larger asset bases, cross-sell additional planning, tax optimization, and wealth transfer services.

Market positioning Differentiate from large incumbents by emphasizing independence, personalized service, and conflict-free advisory approach to capture share from big firm rivals.

Similar companies to Landmark Financial Advisors, LLC

Landmark Financial Advisors, LLC Tech Stack

Landmark Financial Advisors, LLC uses 7 technology products and services including Gravatar, Twemoji, TweenMax, and more. Explore Landmark Financial Advisors, LLC's tech stack below.

  • Gravatar
    Audio, Video, Graphics
  • Twemoji
    Font Scripts
  • TweenMax
    Javascript Frameworks
  • Lightbox
    Javascript Libraries
  • Modernizr
    Javascript Libraries
  • Yoast SEO
    Search Engines
  • Adobe Fonts
    Web Fonts

Landmark Financial Advisors, LLC's Email Address Formats

Landmark Financial Advisors, LLC uses at least 1 email format:
Landmark Financial Advisors, LLC Email FormatsExamplePercentage
FLast@landmarkfa.comJDoe@landmarkfa.com
100%

Frequently Asked Questions

What is Landmark Financial Advisors, LLC's phone number?

Minus sign iconPlus sign icon You can contact Landmark Financial Advisors, LLC's main corporate office by phone at
+1-270-782-****
. For more prospecting data, LeadIQ has access to up-to-date and accurate contact information within our platform. Find, capture, and sync contact data to your CRM and sales tools in one click.

What is Landmark Financial Advisors, LLC's official website and social media links?

Minus sign iconPlus sign iconLandmark Financial Advisors, LLC's official website is landmarkfa.com and has social profiles on LinkedIn.

How much revenue does Landmark Financial Advisors, LLC generate?

Minus sign iconPlus sign icon As of September 2026, Landmark Financial Advisors, LLC's annual revenue is estimated to be $10M - $25M.

What is Landmark Financial Advisors, LLC's NAICS code?

Minus sign iconPlus sign iconLandmark Financial Advisors, LLC's NAICS code is 52 - Finance and Insurance.

How many employees does Landmark Financial Advisors, LLC have currently?

Minus sign iconPlus sign iconAs of September 2026, Landmark Financial Advisors, LLC has approximately 9 employees across 1 continents, including North America. Key team members include Attorney And Business Advisor To Entrepreneurs And High Net Worth Investors: D. T. Explore Landmark Financial Advisors, LLC's employee directory with LeadIQ.

What industry does Landmark Financial Advisors, LLC belong to?

Minus sign iconPlus sign iconLandmark Financial Advisors, LLC operates in the Financial Services industry.

What technology does Landmark Financial Advisors, LLC use?

Minus sign iconPlus sign iconLandmark Financial Advisors, LLC's tech stack includes Gravatar, Twemoji, TweenMax, Lightbox, Modernizr, Yoast SEO and Adobe Fonts.

What is Landmark Financial Advisors, LLC's email format?

Minus sign iconPlus sign iconLandmark Financial Advisors, LLC's email format typically follows the pattern of FLast@landmarkfa.com. Find more Landmark Financial Advisors, LLC email formats with LeadIQ.

When was Landmark Financial Advisors, LLC founded?

Minus sign iconPlus sign iconLandmark Financial Advisors, LLC was founded in 1991.
Landmark Financial Advisors, LLC logo

Landmark Financial Advisors, LLC

Financial ServicesKentucky, United States2-10 Employees

Landmark Financial Advisors, LLC operates as an independent, privately owned registered investment advisor in the financial services sector. Based in Bowling Green, Kentucky, the firm delivers fee-only wealth management services aimed at preserving and enhancing the wealth of affluent individuals through a holistic approach that extends beyond investing to include tax-efficient portfolio structuring, sophisticated financial planning, business consulting, and strategies for wealth transfer.

Targeting high-net-worth clients, the firm emphasizes reducing conflicts of interest while aligning financial decisions with long-term goals. It positions itself within the broader financial advisory landscape as a small- to mid-sized practice offering comprehensive wealth management capabilities, with its operations centered on individualized advice and fiduciary guidance rather than traditional broker-driven models.

Section iconCompany Overview

Phone number
+1-270-782-****
Website
landmarkfa.com
NAICS Code
52 - Finance and Insurance
Founded
1991
Employees
2-10

Section iconFunding & Financials

  • $10M - $25M

    Landmark Financial Advisors, LLC's revenue is estimated to be in the range of $10M - $25M

Company Leadership

  • Attorney And Business Advisor To Entrepreneurs And High Net Worth Investors at Landmark Financial Advisors, LLC
    D. T.
    Attorney And Business Advisor To Entrepreneurs And High Net Worth Investors
    Mobile Phone

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