Legal and Disclosures

Landmark Wealth Management Disclosures

Landmark Wealth Management is a Registered Investment Adviser. Advisory services are only offered to clients or prospective clients where Landmark Wealth Management and its representatives are properly licensed or exempt from licensure. This website is solely for informational purposes. Past performance is no guarantee of future returns. Investing involves risk and possible loss of principal capital. No advice may be rendered by Landmark Wealth Management unless a client service agreement is in place.

Landmark Wealth Management provides links for your convenience to websites produced by other providers or industry related material. Accessing websites through links directs you away from our website. Landmark Wealth Management is not responsible for errors or omissions in the material on third party websites and does not necessarily approve of or endorse the information provided. Users who gain access to third party websites may be subject to copyright and other restrictions on use imposed by those providers and assume responsibility and risk from use of those websites.

General Notice to Users: While we appreciate your comments and feedback, please be aware that any form of testimony from current or past clients about their experience with our firm on our website or social media platforms is strictly forbidden under current securities laws.

Custodian Disclosures

Fidelity Investments® is an independent company, unaffiliated with Landmark Wealth Management. Fidelity Investments® is a service provider to Landmark Wealth Management. There is no form® of legal partnership, agency affiliation, or similar relationship between your financial advisor and Fidelity Investments, nor is such a relationship created or implied by the information herein. Fidelity Investments® has not been involved with the preparation of the content supplied by Landmark Wealth Management and does not guarantee, or assume any responsibility, for its content. Fidelity Investments® is a registered service mark of FMR LLC. Clearing, custody, or other brokerage services may be provided by National Financial Services LLC or Fidelity Brokerage Services LLC.

Better Business Bureau Disclosures

Better Business Bureau ratings are based on type of business, time in business, competency licensing, compliant volume, unanswered complaints unresolved complaints, serious complaints, complaint analysis, complaint resolution delayed, failure to address complaint pattern, government action, advertising review, background information, clear understanding of business, mediation/arbitration, accredited business status and revocation of such status. Grades are determined by awarding and deducting points for each element and then looking at the resulting score as a percentage of the highest score attainable. The highest grade is A+ and lowest grade is F. Grades reflect the BBB’s degree of confidence that a business is trustworthy and will make good faith efforts to resolve issues. Rankings should not be considered an endorsement of the advisor’s services and are not indicative of future performance. For more information please see