Our Story
For more than 20 years, we’ve helped clients make their goals a financial reality.
Landmark Financial, LLC was established in 2002 as a way to serve the needs of Landmark CPAs clients more comprehensively. We wanted to help clients pursue their goals in a tax-efficient manner that considers how each financial decision impacts their entire situation. When you work with us for both wealth management services and CPA services, we are able to make our recommendations with a full understanding of tax implications.
Now with 6 offices in Arkansas and Arizona, we provide tax-smart wealth management services to clients nationwide.
Team
Meet the Leadership Team
Values
We value transparency
We believe that by sharing our values publicly, we are held accountable to them in our work with you.
Hard Work
Hard work is the standard we set for our team. We don’t want to bring you just good service, we aim for exceptional service. And we bring you fresh — not generic — ideas to help pursue your unique financial goals.
Integrity
Doing the right thing for our clients is fundamental to who we are. We believe that by consistently serving our clients with integrity, everything else will fall into place.
Improvement
We have an insatiable desire for improvement. We are always looking for ways to learn and to better serve you.
Team Mindset
We believe in working together as a full team. By relying on the strengths of all team members, we are able to provide our clients with creative solutions than any one person could provide alone.