Landmark Wealth Management Employee Directory

Investment ManagementNew York, United States2-10 Employees

Landmark Wealth Management is a trusted, independent registered investment advisory firm dedicated to helping clients reach their financial goals. Our experienced team of professionals is committed to helping each client through the various stages and circumstances of their financial lives. Our firm works in a fiduciary capacity on behalf of high net-worth individuals and families, institutions and nonprofit organizations throughout the country from our headquarters in Getzville, New York.

Find Landmark Wealth Management employees' phone numbers or email addresses

Landmark Wealth Management Global Highlights

Location
Employees

North America
15

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  • United States Of America
    15

Landmark Wealth Management's Leadership

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    B. L.
    Managing Partner
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    M. C.
    Managing Partner
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    J. L.
    Director Of Tax And Wealth Planning
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    L. G.
    Senior Investment Consultant
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    A. E.
    Financial Analyst
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    D. B.
    Investment Consultant
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    D. B.
    Financial Analyst
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    E. C.
    Administrative Coordinator
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Contact profiles from Landmark Wealth Management

Name
Title
Contact Info
Location
Last Update
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    B. L.
    Managing Partner
    Phone icon
    United StatesNew York
    Sep 11, 2025
  • Stylized image of a person
    M. C.
    Managing Partner
    Phone icon
    United StatesNew York
    Nov 18, 2025
  • Stylized image of a person
    J. L.
    Director Of Tax And Wealth Planning
    Phone icon
    United States
    Oct 17, 2024
  • Stylized image of a person
    L. G.
    Senior Investment Consultant
    Phone icon
    United StatesNew York
    Oct 16, 2024
  • Stylized image of a person
    A. E.
    Financial Analyst
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    United StatesNew York
    Nov 18, 2025
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    D. B.
    Investment Consultant
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    United StatesNew York
    Oct 25, 2025
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    D. B.
    Financial Analyst
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    Oct 21, 2024
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    E. C.
    Administrative Coordinator
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    United StatesNew York
    Oct 22, 2024
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    Q. C.
    Intern
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    United StatesNew York
    Sep 14, 2024
  • Stylized image of a person
    L. G.
    Phone icon
    UNITED STATES
    Mar 08, 2023

Frequently Asked Questions

What is Landmark Wealth Management known for?

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Landmark Wealth Management was founded in 2005 operates in the Investment Management industry. The company's main headquarters is located in 2410 North Forest Road, Suite 101; you can contact the main corporate office by phone at . Explore Landmark Wealth Management's company overview page for more information.

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

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

How many employees does Landmark Wealth Management have currently?

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Landmark Wealth Management has approximately 7 employees as of December 2025. These team members are located across 1 continents, including North America.

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

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As of December 2025, Landmark Wealth Management's key employees include:

  • Managing Partner: B. L.
  • Managing Partner: M. C.
  • Director Of Tax And Wealth Planning: J. L.
  • Senior Investment Consultant: L. G.
  • Financial Analyst: A. E.

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