Landmark Financial
Landmark Financial is a private wealth management firm founded in 2002, serving high-net-worth individuals and business owners through nine offices in Arkansas and Arizona with integrated tax-smart financial, retirement, estate, and insurance planning via Cetera.
- Company typePrivate
- Founded2002
- HeadquartersFort Smith, United States
- Headcount11–50
- GTM typeB2C
- OfferingServices
What Landmark Financial does
Landmark Financial, LLC is a private wealth management firm founded in 2002 and headquartered in Fort Smith, Arkansas. The firm delivers tax-smart financial planning, retirement planning, investment management, estate planning, and insurance planning services to high-net-worth individuals and business owners. It operates through nine physical offices — seven in Arkansas (Conway, Fort Smith, Jonesboro, Little Rock, Rogers, Russellville) and two in Arizona (Scottsdale, Surprise) — and serves clients locally and nationwide through in-person advisor relationships and remote engagement. The firm's defining structural feature is its origin as an extension of the affiliated Landmark CPAs, enabling integrated tax and wealth management that few standalone advisors can replicate.
The business is built on a six-phase client engagement process (discovery, data gathering, goal setting, strategy proposal, implementation, monitoring) delivered by a team of 13 named professionals holding designations including CFP, CEBS, AIF, CPFA, CPA, and PFS. Securities products are distributed through Cetera Wealth Services, LLC (member FINRA/SIPC), and advisory services are offered through Cetera Investment Advisers LLC, a registered investment adviser — providing regulatory and platform infrastructure without in-house broker-dealer buildout. Client account management relies on third-party portals (Wealthscape, Adviceworks, ERISA Partners, ShareFile) rather than proprietary technology.
Revenue derives from fee-based advisory mandates on AUM and securities transaction commissions through Cetera, with no publicly disclosed pricing schedules. Go-to-market is exclusively direct advisor-led, supported by content marketing through a blog and resources library plus organic LinkedIn and Facebook presence. No funding rounds, M&A activity, or external investment has been disclosed; the firm appears to be founder/management-owned with multi-decade advisor tenure and a junior pipeline built through internship-to-full-time conversion.
Landmark Financial firmographics
Firmographics- Name
- Landmark Financial
- Legal name
- Landmark Financial, LLC
- Website
- https://mylandmarkfinancial.com
- Company type
- Private
- Founded year
- 2002
- Operating status
- Operating
- Headcount range
- 11–50 employees
- Short description
- Landmark Financial is a private wealth management firm founded in 2002, serving high-net-worth individuals and business owners through nine offices in Arkansas and Arizona with integrated tax-smart financial, retirement, estate, and insurance planning via Cetera.
- Ownership category
- akta.pro rank
Landmark Financial industry classification
Industry- Product category
- Wealth Management Services
- NAICS
- Portfolio Management and Investment Advice (523940)
- SIC
- Investment Advice (6282)
- akta.pro primary industry
- Comprehensive Financial Planning (FSAEAAAA)
- akta.pro secondary industries
- Financial Planning–Led RIAs (FSAAACAB), Estate & Legacy Planning Advisory (FSAEAAAG), Retirement & Pension Wealth (401(k)/IRA/SIPP/Superannuation Retail) (FSAAAAAJ)
Keywords
Where Landmark Financial is headquartered
LocationHeadquarters
- HQ city
- Fort Smith
- HQ country
- United States
- HQ region
- North America
Offices8 records
Markets served
Landmark Financial business model
Business model- GTM type
- B2C
- Offering type
- Services
- Cost components
- Personnel, Operations, Marketing or Sales, Technology or R&D, Infrastructure
Revenue model
- Wealth Management Advisory Services: Fee-based advisory services provided through Cetera Investment Advisers LLC, a registered investment adviser. Services include financial planning, retirement planning, investment management, estate planning, and insurance planning for high-net-worth individuals and business owners.
- Securities Sales: Securities products offered through Cetera Wealth Services, LLC, member FINRA/SIPC. Includes investment products such as stocks, bonds, and other securities through registered representatives.
Go-to-market motion1 record
Distribution channels4 records
Marketing channels5 records
Landmark Financial product offering
Product offeringCore offering
Landmark Financial is a wealth management firm that provides tax-smart financial planning, retirement planning, investment management, estate planning, and insurance planning services to high-net-worth individuals and business owners. The firm operates through nine offices across Arkansas and Arizona and delivers services via a six-phase structured client engagement process (discovery, data gathering, goal setting, strategy proposal, implementation, and monitoring). Securities are offered through Cetera Wealth Services, LLC, and advisory services through Cetera Investment Advisers LLC.
Product overview
Landmark Financial is a wealth management firm offering a unified suite of financial services to high-net-worth individuals and business owners. The core offerings include Financial Planning Services, Retirement Planning Services, Investment Management Services, Estate Planning Services, and Insurance Planning Services. These services are structured around the company's integrated tax-smart approach, leveraging their affiliated CPA firm (Landmark CPAs) to coordinate tax strategy with financial planning, investment management, and estate planning.
Differentiator
Problem solved
Functional benefit
Products and services
- Financial Planning Services
Companies that use Landmark Financial
Customer profileSegments2 records
Ideal customer profiles2 records
Landmark Financial technology and API
TechnologyTechnology focussed No
API detail
- Has API
- No
- API docs
- API detail
Core technology
AI maturity
App detail
Landmark Financial partnerships and signals
Strategic signalPartnerships
Three partnerships are on record, tiered core.
- Cetera Wealth Services, LLCcoreSecurities offered through Cetera Wealth Services, LLC, member FINRA/SIPC. Landmark Financial representatives provide investment products and services through this registered broker-dealer relationship. This partnership enables Landmark Financial to offer securities products while Cetera provides the regulatory infrastructure and brokerage platform.
- Cetera Investment Advisers LLCcoreAdvisory services offered through Cetera Investment Advisers LLC, a registered investment adviser. Landmark Financial provides advisory services using Cetera's investment adviser platform and regulatory framework. Cetera is under separate ownership from any other named entity.
- Landmark CPAscoreLandmark Financial was established in 2002 specifically to serve Landmark CPAs clients more comprehensively. The integrated approach allows tax specialists and financial advisors to collaborate on client strategies, enabling truly tax-smart wealth management. Both firms share office locations and work together on client engagements, particularly for estate planning where outside attorneys, trust officers, and underwriters are also involved.
Scale indicators3 records
Recent moves7 records
Expansion highlights5 records
Landmark Financial competitors and assessment
Company assessmentEmerging players
- Cambridge Investment Research: Independent broker-dealer and RIA supporting advisor practices with planning and investment infrastructure. Comparable go-to-market as an independent channel serving HNW and business-owner clients through regional offices.
Broad incumbents
- Ameriprise Financial: Diversified wealth and asset manager with a large independent advisor channel. Comparable in offering comprehensive financial planning, retirement, and estate services to HNW households and business owners.
- Raymond James Financial Services: Diversified financial services firm with a large independent advisor channel offering wealth planning, retirement, and estate services. Comparable distribution and service mix targeting HNW households.
- Northwestern Mutual: Large U.S. insurer and wealth manager with a strong advisor-led model focused on HNW individuals and business owners. Comparable target market and product breadth, though far larger in scale than Landmark Financial.
- Edward Jones: National branch-based wealth manager emphasizing face-to-face advice in mid-sized U.S. markets. Highly comparable geographic and distribution model, with HNW and mass-affluent client overlap.
- LPL Financial: Largest U.S. independent broker-dealer and RIA custodian supporting thousands of advisor practices. Comparable as a competing platform model for independent advisors offering HNW planning.
- Cetera Financial Group: The parent broker-dealer and RIA platform through which Landmark Financial delivers securities and advisory services. Comparable as the underlying infrastructure provider for independent advisor practices of similar size.
Direct peers
- Creative Planning: Large fee-only RIA offering comprehensive wealth management including tax, retirement, and estate planning to HNW clients. Comparable full-service HNW focus and rapid multi-office expansion strategy.
- Mariner Wealth Advisors: National RIA serving HNW individuals and business owners through regional offices with integrated tax, estate, and investment planning. Direct competitor in the multi-office HNW advisory niche.
- Avantax Wealth Management: Wealth manager specializing in tax-smart financial planning for HNW individuals and business owners, with CPA-affiliated advisor practices. Closely comparable tax-integrated value proposition and target client.
Market position
Strengths5 records
Weaknesses5 records
Competitive moat5 records
Key risks6 records
Key highlights6 records
Customer concentration
Landmark Financial social profiles
Digital presenceLandmark Financial financial estimates
Financial estimateRevenue estimate
Valuation estimate
Landmark Financial leadership team
Management profileNumber of profiles
Profiles10 records
Landmark Financial funding detail
Funding detailFunding overview
Funding rounds
Investors
Funding detail is available on the Subscription and Enterprise plan.Contact sales →
Landmark Financial M&A and investment
M&A and investmentM&A
Investments
M&A and investment is available on the Subscription and Enterprise plan.Contact sales →
Frequently asked questions about Landmark Financial
What does Landmark Financial do?
Landmark Financial is a wealth management firm that provides tax-smart financial planning, retirement planning, investment management, estate planning, and insurance planning services to high-net-worth individuals and business owners. The firm operates through nine offices across Arkansas and Arizona and delivers services via a six-phase structured client engagement process (discovery, data gathering, goal setting, strategy proposal, implementation, and monitoring). Securities are offered through Cetera Wealth Services, LLC, and advisory services through Cetera Investment Advisers LLC.
Is Landmark Financial a public or private company?
Landmark Financial is a private company. It is classified as founder individual operated bootstrapped and is currently operating.
When was Landmark Financial founded?
Landmark Financial was founded in 2002. It employs 11 to 50 people.
Where is Landmark Financial based?
Landmark Financial is headquartered in Fort Smith, United States, in the North America region.
How does Landmark Financial make money?
Two revenue lines are on record. Wealth Management Advisory Services are the primary driver. The others are securities Sales.
Who are Landmark Financial's main competitors?
Cambridge Investment Research is listed as an emerging player. Broad incumbents are Ameriprise Financial, Raymond James Financial Services, Northwestern Mutual, Edward Jones, LPL Financial and Cetera Financial Group. Direct peers are Creative Planning, Mariner Wealth Advisors and Avantax Wealth Management.
Does Landmark Financial have an API?
No public API is recorded for Landmark Financial.
What industry is Landmark Financial in?
Landmark Financial's product category is Wealth Management Services. Its primary akta.pro industry code is FSAEAAAA, Comprehensive Financial Planning, with a secondary code of FSAAACAB, Financial Planning–Led RIAs. Its NAICS code is 523940 and its SIC code is 6282.