7305 Manchester Rd, Ste C-5 l St. Louis, MO 63143 l ph: 314.200.5637
Welcome to the online home of Landmark Financial Planning, LLC! Located in St. Louis, Missouri. Landmark is a fee-only financial advisor and Missouri registered investment advisor. You may be well-suited to working with a fee-only advisor like Landmark if:
If any of the above fit your situation and/or mindset, please take the time to further explore the rest of our website, and call 314.200.5637 to set up a short phone consultation.
Landmark Financial Planning, LLC, is a registered investment advisor with the State of Missouri and only transacts business with residents of that state or others where legally permitted subject to exemption/exclusion from further registration requirements. Registration with the U.S. Securities & Exchange Commission or any state securities authority does not imply a certain level of skill or training.
you are looking to work with a completely independent professional who is compensated only by services provided to you, the client, and who does not also sell financial products.
you don't feel you need a full-time financial planner or money manager, but do value a professional opinion to consult with as your situation warrants.
you enjoy being the do-it-yourself-type when it comes to finances, but want to make certain you have addressed all key points to improve your odds of success.
you don't feel you are receiving value for the dollars going to your current financial advisor/broker and want to take back control of your financial affairs.
realize you can't procrastinate any longer in regards to your financial planning, but you aren't sure where to start and recent economic conditions have left you overwhelmed and risk-adverse.
"The journey of a thousand miles begins with one step."