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What makes us different?

We are a “ONE-STOP Shop”: A great feature of working with us is that you have immediate access to both your financial advisory team and your accounting/tax services team.  You can be sure that all your financial planning needs are coordinated in one location.

Online Document Storage: We offer SmartVault, a secure online document storage system at no cost to our clients. This allows you to view or share your files anytime from any device. 

Complimentary Tax Preparation & Planning: If you have investment accounts totaling $500,000 or more, our tax team will prepare your individual tax returns at no additional charge.  And when you have investment accounts totaling $1 million or more, our tax team will also include developing your tax strategies at no additional charge. Not many advisors can offer a complete package like this.

Lower Advisory Fees:  Compare our advisory fees to other wealth management firms and see the difference.  A small difference in fees can have a huge impact over time.  For example, A $1 million portfolio invested with Landmark could save you $395,290 in advisor fees over 30 years compared to a wealth manager that charges an additional 0.50%.  And you would have all your tax preparation and planning services done for no additional cost for 30 years! That’s value.

Our Financial Advisory Fees Compared to Other Firms

And our rates are inclusive of any platform fees that other advisors may charge separately. 

Give us a call today to discover the Landmark difference.

Accounting and tax solutions provided by Nichols & Company, CPA, PC.  Woodbury Financial and listed entities are not affiliated and do not offer tax or legal advice.