Firm Announcement
October 1, 2021
Landmark Wealth Management was named to the University at Buffalo’s Fast 46 competition during a ceremony on Thursday, September 30. Named in honor of UB’s founding in 1846, the UB Fast 46 program was created to recognizeand celebrate the success of 46 of the fastest-growing businesses owned or led by UB alumnior former students around …
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Firm Announcement
April 15, 2021
Landmark’s Lindsay Glassman, CPA, CFP®, AIF® is a 2021 recipient of Business First’s 30 Under 30 award. Lindsay was honored during a virtual ceremony on April 15, 2021.
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Firm Announcement
March 4, 2021
Mark Collard, CPWA®, AIF®, CIS, EMBA of Landmark Wealth Management has been awarded the Accredited Investment Fiduciary® (AIF®) designation from the Center for Fiduciary Studies®, the standards-setting body for Fi360, a Broadridge company.
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Firm Announcement
February 1, 2021
Lindsay Glassman, CPA, CFP®, AIF® of Landmark Wealth Management has been awarded the Accredited Investment Fiduciary® (AIF®) Designation from the Center for Fiduciary Studies®, the standards-setting body for Fi360, a Broadridge company.
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Firm Announcement
January 15, 2021
Landmark Wealth Management is pleased to announce that Joshua Kaplan, CFA®, CPWA® has earned the designation of Certified Private Wealth Advisor®.
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