Landmark Financial Advisors, LLC logo

Landmark Financial Advisors, LLC Employee Directory

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.

Find Landmark Financial Advisors, LLC employees' phone numbers or email addresses

Landmark Financial Advisors, LLC Global Highlights

Location
Employees

North America
12

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  • United States Of America
    12

Landmark Financial Advisors, LLC's Leadership

  • Stylized image of a person
    L. M.
    President And Partner
    Phone icon
  • Stylized image of a person
    S. P.
    Owner/Agent
    Phone icon
  • Stylized image of a person
    D. T.
    Attorney And Business Advisor To Entrepreneurs And High Net Worth Investors
    Phone icon
  • Stylized image of a person
    L. P.
    Business Development
    Phone icon
  • Stylized image of a person
    J. A.
    Office Administrator
    Phone icon
  • Stylized image of a person
    M. L.
    Licensed Security Broker L Relationship Manager L Retirement Education Specialist
    Phone icon
  • Stylized image of a person
    C. C. T.
    Phone icon
  • Stylized image of a person
    V. B.
    Covington Capital
    Phone icon

Landmark Financial Advisors, LLC Employee Metrics

100%
50%
0%
2026
2025
  • Banking
  • Business Development
  • Community & Social Services
  • Retail
  • Accounting
  • Other
  • Administrative

Contact profiles from Landmark Financial Advisors, LLC

Name
Title
Contact Info
Location
Last Update
  • Stylized image of a person
    S. P.
    Owner/Agent
    Phone icon
    United StatesArizona
    Jun 26, 2026
  • Stylized image of a person
    L. M.
    President And Partner
    Phone icon
    UNITED STATES
    Jul 07, 2024
  • Stylized image of a person
    D. T.
    Attorney And Business Advisor To Entrepreneurs And High Net Worth Investors
    Phone icon
    Oct 23, 2024
  • Stylized image of a person
    L. P.
    Business Development
    Phone icon
    United States
    Oct 22, 2024
  • Stylized image of a person
    J. A.
    Office Administrator
    Phone icon
    United StatesKentucky
    Jun 01, 2026
  • Stylized image of a person
    M. L.
    Licensed Security Broker L Relationship Manager L Retirement Education Specialist
    Phone icon
    United StatesMinnesota
    Jan 27, 2026
  • Stylized image of a person
    C. C. T.
    Phone icon
    UNITED STATES
    Mar 08, 2023
  • Stylized image of a person
    V. B.
    Covington Capital
    Phone icon
    UNITED STATES
    Mar 08, 2023

Frequently Asked Questions

What is Landmark Financial Advisors, LLC known for?

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Landmark Financial Advisors, LLC was founded in 1991 operates in the Financial Services industry. The company's main headquarters is located in 1131 Fairview Avenue Suite 203 Bowling Green, Kentucky 42101 United States; you can contact the main corporate office by phone at . Explore Landmark Financial Advisors, LLC's company overview page for more information.

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

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Landmark Financial Advisors, LLC employees' email format typically follows the pattern of . Trying to find reliable and up-to-date employee contact data? Find more Landmark Financial Advisors, LLC email formats with LeadIQ.

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

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Landmark Financial Advisors, LLC has approximately 9 employees as of April 2026. These team members are located across 1 continents, including North America.

Who are Landmark Financial Advisors, LLC's key employees and leadership?

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As of April 2026, Landmark Financial Advisors, LLC's key employees include:

  • President And Partner: L. M.
  • Owner/Agent: S. P.
  • Attorney And Business Advisor To Entrepreneurs And High Net Worth Investors: D. T.
  • Business Development: L. P.
  • Office Administrator: J. A.

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