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Landmark Wealth Management, LLC Employee Directory

Financial ServicesNew York, United States2-10 Employees

Landmark Wealth Management, LLC is an independent fee-only SEC-registered investment adviser in the financial services industry, based in Melville, New York, at 95 Walt Whitman Road Suite 102, Melville, NY 11747, with conference centers in Hauppauge, Uniondale, Manhattan, and Naples, Florida. The firm operates with a small staff of 2 to 10 employees and is led by a team of advisory professionals. The advisory team includes Joseph M. Favorito, CFP®, Christopher N. Congema, CFP®, James J. Millington, CFP®, and Brian R. Cohen. Landmark Wealth Management does not receive commissions, trailers, or sales charges due to its fee-only structure, and it does not custody client assets; all client portfolios are held with TD Ameritrade Institutional. The firm seeks to provide comprehensive financial planning and investment management for individuals, families, small business owners, and charitable foundations, with unbiased guidance and no sales of insurance or proprietary investments; it considers wealth management to be an ongoing, adaptive process.

Find Landmark Wealth Management, LLC employees' phone numbers or email addresses

Landmark Wealth Management, LLC Global Highlights

Location
Employees

North America
9

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  • United States Of America
    9

Landmark Wealth Management, LLC's Leadership

  • Stylized image of a person
    C. C.
    Firm Principal
    Phone icon
    Mobile Phone
  • Stylized image of a person
    J. M. F.
    Principal
    Phone icon
    Mobile Phone
  • Stylized image of a person
    C. C.
    Firm Principal And Wealth Advisor
    Phone icon
    Mobile Phone
  • Stylized image of a person
    J. J. M. C.
    Certified Financial Planner
    Phone icon
    Mobile Phone
  • Stylized image of a person
    L. G.
    Investment Consultant
    Phone icon
    Mobile Phone

Landmark Wealth Management, LLC Employee Metrics

100%
50%
0%
2026
2025
  • Banking
  • Accounting
  • Administrative
  • Analytics
  • Arts & Design
  • Other

Contact profiles from Landmark Wealth Management, LLC

Name
Title
Contact Info
Location
Last Update
  • Stylized image of a person
    C. C.
    Firm Principal
    Phone icon
    Mobile Phone
    United StatesNew York
    Jun 08, 2026
  • Stylized image of a person
    J. M. F.
    Principal
    Phone icon
    Mobile Phone
    United StatesNew York
    Jun 08, 2026
  • Stylized image of a person
    C. C.
    Firm Principal And Wealth Advisor
    Phone icon
    Mobile Phone
    Oct 22, 2024
  • Stylized image of a person
    J. J. M. C.
    Certified Financial Planner
    Phone icon
    Mobile Phone
    United StatesNew York
    Oct 25, 2025
  • Stylized image of a person
    L. G.
    Investment Consultant
    Phone icon
    Mobile Phone
    United StatesNew York
    Jun 08, 2026

Frequently Asked Questions

What is Landmark Wealth Management, LLC known for?

Minus sign iconPlus sign iconLandmark Wealth Management, LLC was founded in 2011 operates in the Financial Services industry. The company's main headquarters is located in 95 Walt Whitman Road Suite 102 Melville, New York 11747 United States. Explore Landmark Wealth Management, LLC's company overview page for more information.

What is Landmark Wealth Management, LLC's most common email format?

Minus sign iconPlus sign iconLandmark Wealth Management, LLC employees' email format typically follows the pattern of . Trying to find reliable and up-to-date employee contact data? Find more Landmark Wealth Management, LLC email formats with LeadIQ.

How many employees does Landmark Wealth Management, LLC have currently?

Minus sign iconPlus sign iconLandmark Wealth Management, LLC has approximately 7 employees as of May 2026. These team members are located across 1 continents, including North America.

Who are Landmark Wealth Management, LLC's key employees and leadership?

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As of May 2026, Landmark Wealth Management, LLC's key employees include:

  • Firm Principal: C. C.
  • Principal: J. M. F.
  • Firm Principal And Wealth Advisor: C. C.
  • Certified Financial Planner: J. J. M. C.
  • Investment Consultant: L. G.

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