Landmark Financial Advisors, LLC

Landmark Financial Advisors, LLC, based in Bowling Green, KY, is a registered investment adviser specializing in financial planning, consulting, and investment management services for individuals, pension and profit sharing plans, trusts, charitable organizations, corporations, and business entities. Established in 2001, the firm is owned by LFA Partners, Inc., with Brent Mason as President and Bill Borders as Treasurer and Secretary. Landmark offers personalized wealth management services, including discretionary portfolio management tailored to clients' investment objectives and risk tolerance. The firm may customize investment portfolios or use predefined strategies, monitoring and rebalancing as needed. Financial planning and consulting services are also provided at no additional cost, covering tax-related matters and non-investment issues. Landmark requires discretionary authority to manage accounts for wealth management services. The firm also offers discretionary and non-discretionary portfolio management services without comprehensive financial planning. Accounts are primarily held at Schwab Institutional, with services including investment advice and portfolio strategy recommendations. Landmark Financial Advisors charges asset-based fees for wealth management services and hourly fees for advisory consulting services. The firm does not accept performance-based fees or participate in side-by-side management. Landmark Financial Advisors acts as a fiduciary, putting clients' interests first. Clients may grant the firm discretion over securities selection and transactions. The firm does not vote proxies on behalf of clients and does not have custody of client assets. Landmark Financial Advisors reviews client accounts quarterly and provides detailed financial information and privacy policies. The firm does not participate in class action lawsuits and has policies in place for trade errors and IRA rollover considerations.