Landmark Wealth Management Group Employee Directory
Financial ServicesMinnesota, United States2-10 Employees
Landmark Wealth Management Group operates in the financial services sector, offering personalized financial guidance designed to clarify complex financial matters for individuals, families, business owners, and employees of large corporations. The firm positions itself as a navigational aid for clients, using financial planning as a framework to help them progress toward financial stability and abundance over the course of their lives. Based in Lake Elmo, Minnesota, with additional advisory reach across the country from offices in Silicon Valley and Minnesota, the company has historically provided services since 1977. Its securities offerings are conducted through Purshe Kaplan Sterling Investments, a detail that reflects its role within a broader network of financial services firms. A recent development noted publicly is the acquisition of Landmark Wealth Management Group by Beacon Pointe Advisors in October 2024, signaling a strategic consolidation within the industry.
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