About Landmark Financial Advisors, LLC
<p>Founded in 2001, Landmark Financial Advisors, LLC works with high-net-worth individuals and business owners on tax-smart planning and long-term investing. The firm is headquartered in Bowling Green in south-central Kentucky, serving clients across the region and beyond through offices in Arkansas and Arizona.</p> <p>As a registered investment advisor, Landmark provides investment management and wealth management support tied to retirement planning, financial planning, estate planning, and insurance planning. For employer plans, the firm offers 3(21) fiduciary services, helping plan sponsors document and manage investment recommendations and ongoing oversight.</p> <p>Landmark Financial Advisors is part of Wealth Enhancement Group, which broadens its resources while keeping the advisory work rooted in the team’s structured, six-phase planning process. A key differentiator is its focus on tax-smart strategy design for complex personal and business finances, paired with a straightforward, transparent style.</p> <ul> <li>Registered investment advisor (RIA); founded in 2001</li> <li>Headquarters: Bowling Green, KY; additional offices in Arkansas and Arizona</li> <li>Services: investment management, retirement planning, financial planning</li> <li>Additional planning: estate planning and insurance planning</li> <li>Plan sponsor support: 3(21) fiduciary services for retirement plans</li> </ul>
Website: https://mylandmarkfinancial.com/
Founded: 2001
Office Locations
- Bowling Green, KY (Headquarters)
Services Offered
- 3(21) Investment Advisor
Client Statistics (2026)
- Total Clients: 0
- Total AUM: $543.0M