Landmark Financial Advisors LLC

  • Financial Services
  • Bowling Green KY
  • 9 employees
  • Financial Services
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Company Overview

Headquarters
1131 Fairview Avenue Suite 203, Bowling Green KY
Website
landmarkfa.com
Phone
(270) 782-****
Employees
9
Founded in
1991
Industry
Financial Services
NAICS Codes
52 - Finance and Insurance
523 - Securities, Commodity Contracts, and Other Financial Investments and Related Activities
5239 - Other Financial Investment Activities
SIC Codes
62 - Security and Commodity Brokers, Dealers, Exchanges, and Services
628 - Services Allied With The Exchange of Securities Or Commodities
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Financials & Stats

Revenue

$1B

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Who is Landmark Financial Advisors LLC

Landmark Financial Advisors LLC is an independent, privately owned registered investment advisor based in Bowling Green, Kentucky. The company employs 9 people and generates annual revenue of $1 million. Landmark Financial Advisors offers a range of services to help affluent individuals preserve and enhance their wealth. The firm specializes in structuring tax-efficient portfolios, providing sophisticated financial planning, and offering business consulting. They also provide innovative solutions for wealth transfer. Landmark Financial Advisors is committed to operating as a fee-only business. This structure allows them to eliminate any potential conflicts of interest, ensuring their clients' best interests are always prioritized. To learn more about Landmark Financial Advisors LLC and their services, visit their website at landmarkfa.com.

Company Leadership

Brent Mason

President & Partner

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Landmark Financial Advisors LLC Industry Tags

Investment Management
Financial Planning
Tax Planning
Estate Planning
Financial Services
Financial Advisory Services
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Landmark Financial Advisors LLC Tech Stack

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FAQ

What is the location of Landmark Financial Advisors LLC's headquarters?
The headquarters of Landmark Financial Advisors LLC are situated at 1131 Fairview Avenue Suite 203, Bowling Green KY
What is Landmark Financial Advisors LLC's phone number?
Landmark Financial Advisors LLC's contact number is (270) 782-****.
What is Landmark Financial Advisors LLC's official website?
The official website of Landmark Financial Advisors LLC can be found at landmarkfa.com.
What is Landmark Financial Advisors LLC's current revenue?
As of May 2012, Landmark Financial Advisors LLC's annual revenue reached $1B.
How many employees does Landmark Financial Advisors LLC currently have?
Landmark Financial Advisors LLC employs approximately 9+ people as of May 2012
Which industries is Landmark Financial Advisors LLC primarily operating in?
Landmark Financial Advisors LLC operates in the following industries: Finance, Credit
Who is the President & Partner of Landmark Financial Advisors LLC?
Landmark Financial Advisors LLC's President & Partner is Brent Mason
What are Landmark Financial Advisors LLC's industry tags?
Landmark Financial Advisors LLC's industry tags include: Investment Management, Financial Planning, Tax Planning
When was Landmark Financial Advisors LLC founded?
Landmark Financial Advisors LLC was founded in 1991.

Employee Directory

Key Employees

Thomas Donnelly

Partner

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Rudy Edelen

Financial Advisor

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