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®, STUART LEMPERT, CWS®, and 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.
Fee-Only model ensuring fiduciary duty
Comprehensive financial planning and investment management
Certified and experienced advisors with diverse credentials
Focus on low-cost, low-correlation investment solutions
Services
Comprehensive Financial Planning
Customized financial plans covering retirement, investment management, college funding, insurance, estate planning, and tax-efficient strategies.
Management of client portfolios with a focus on low-cost, low-correlation, and liquid investment solutions.
Low-cost investment solutionsLow correlation across asset classesHigh liquidityFiduciary oversight
Credentials & Certifications
CFP® (Certified Financial Planner)
Since 2003 (for James Millington), 2006 (for Joseph Favorito)
CWS® (Certified Wealth Strategist)
Since N/A (for Stuart Lempert)
CCFC (Certified College Financial Consultant)
Since N/A (for James Millington)
Series 7, 9, 10, 63, 65, 24 licenses
Since Various (for multiple advisors)
NYS Health and Life Insurance licenses
Since Various (for multiple advisors)
Reviews
Rating
5
★★★★★
Reviews
24
"They are the only people I trust with my financial needs."
Frequently Asked Questions
What is the fiduciary standard? +
A fiduciary standard requires the advisor to act in the client’s best interests at all times, prioritizing client interests over the advisor’s own.
How are investment advisory fees structured? +
Investment advisory fees are quarterly, based on the average daily balance of assets under management, with rates of 0.90% for the first $4,999,999 and negotiable for amounts over $5,000,000, inclusive of financial planning services.
What is the difference between fee-only and commission-based advisors? +
Fee-only advisors are compensated solely by client fees, ensuring a fiduciary duty to act in the client’s best interest, whereas commission-based advisors receive payments from product providers, which can create conflicts of interest.
What credentials do your advisors hold? +
Advisors hold certifications such as CFP®, CWS®, CCFC, and relevant FINRA licenses (Series 7, 63, 65, 9, 10), along with state-specific health and life insurance licenses.
How does Landmark Wealth Management ensure low costs for clients? +
The firm actively seeks the lowest-cost investment solutions, maintains low correlations across portfolios, and prioritizes liquidity while keeping internal costs minimal.
What is the process for a new client consultation? +
New clients begin with an initial consultation to understand their goals and risk tolerance, followed by a detailed financial analysis, customized plan development, implementation, and ongoing monitoring.
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