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Welcome to Landmark Wealth Management, LLC

Comprehensive Financial Planning and Investment Management

About Us

Landmark Wealth Management LLC is an independent "Fee Only" U.S. Securities and Exchange Commission (SEC) Registered Investment Advisor, based on Long Island in Melville, New York, with conference centers located in Hauppauge, Uniondale, Manhattan, and Naples, Florida. The firm is comprised of BRIAN R. COHEN, CHRISTOPHER N. CONGEMA, CFP®, JOSEPH M. FAVORITO, CFP®, JAMES J. MILLINGTON, CFP®, and Associate Financial Advisor AARON BELLETSKY. The mission of the firm is to provide comprehensive financial planning and investment management services to individuals, families, small business owners, and charitable foundations.

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Fiduciary

Unlike traditional broker/dealer relationships, Registered Investment Advisor’s are required to act in a Fiduciary capacity. The Fiduciary capacity is a higher standard of care, that at its core requires the Advisor to put the client’s interests ahead of their own interests at all times.

Fee-Only

The only way that we are compensated, is through your fully disclosed management fee. In commission-based models offered by traditional brokers and similar financial intermediaries, those firms/employees are paid directly by the companies whose products they help to buy and sell. As you can imagine, that lends itself to conflicts of interests.

Cost-Effective

Unlike many who offer non-fiduciary advice, we actively seek the lowest-cost investment solutions among those available, to best help you meet your goals. Keeping the internal costs of investments as low as possible while attempting to lower correlations across investment solutions and maintaining liquidity.

Featured Videos

SEC Registered Investment Advisor firm Landmark Wealth Management Principal Chris Congema, CFP® (CERTIFIED FINANCIAL PLANNER™) and financial advisor, describes what a "typical" client of their firm might look like.

Our financial planning process is at he core of how we help our clients. Watch this to get a brief overview for what it entails.

The National Association of Personal Financial Advisors (NAPFA) launched a national ad campaign to promote the difference between those financial advisors who are Fee-Only in their compensation and work in accordance with a strict fiduciary standard.

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"It's not how much money you make, but how much money you keep, how hard it works for you, and how many generations you keep it for."

Robert Kiyosaki

Disclaimer: This website is for informational purposes only and does not constitute a complete description of our investment services or performance. This website is in no way a solicitation or offer to sell securities or investment advisory services except, where applicable, in states where we are registered or where an exemption or exclusion from such registration exists. Information throughout this site, whether stock quotes, charts, articles, or any other statement or statements regarding market or other financial information, is obtained from sources which we, and our suppliers believe is reliable, but we do not warrant or guarantee the timeliness or accuracy of this information. Nothing on this website should be interpreted to state or imply that past results are an indication of future performance. Neither we nor our information providers shall be liable for any errors or inaccuracies, regardless of cause, or the lack of timeliness of, or for any delay or interruption in the transmission thereof to the user. THERE ARE NO WARRANTIES, EXPRESSED OR IMPLIED, AS TO ACCURACY, COMPLETENESS, OR RESULTS OBTAINED FROM ANY INFORMATION POSTED ON THIS OR ANY LINKED WEBSITE.

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