Landmark Financial, LLC was established in 2002 as a way to serve the needs of Landmark CPAs’ clients and the community more comprehensively. The team was formed to assist clients in the pursuit of their financial goals in a tax-efficient manner that considers how each financial decision impacts their entire situation. When our clients fully engage both CPA services and wealth management services, we are able to focus our recommendations and asset management by considering the tax implications of your annual income tax burden, whether you are an individual or a business entity.
Clients view our highly qualified and educated professionals as trusted business advisors. We have handpicked a remarkable group of people who work hard to deliver excellent service and support. We know the right questions to ask, and that sets us apart from many other tax and wealth management providers. We can help you navigate the complex and dynamic tax laws to ensure you stay in compliance. And no matter who you contact, you will find smiles and knowledgeable advocates.
The firm is locally owned with Arkansas offices in Fort Smith, Little Rock, Rogers and Russellville, and Arizona offices in Surprise and Scottsdale. Our team continues to expand our ability to provide complete and well-rounded financial advice to small business owners throughout the United States.
MONHEIT FRISCH WEALTH MANAGEMENT LLC JOINS THE LANDMARK FINANCIAL TEAM
In 2021, Arizona-based Monheit Frisch Wealth Management, led by David Monheit, joined the Landmark Financial team. Monheit Frisch is a multi-generational family business that values its long-standing history in the community.
Early on in David’s career, he met the requirements and passed the test for the designation of Personal Financial Specialist (PFS) sponsored by the American Institute of Certified Public Accountants (AICPA). In 2003, he opened his wealth management business, originally named Diversified Asset Money Management (a derivative from the initials of his name, David A. Monheit).
Over the years, the firm's client base has expanded to cover more of the Phoenix metropolitan area, including Scottsdale. The firm now has clients in many other states.
Monheit Frisch's merger with Landmark is the culmination of a 15-plus year relationship among the advisors. Both teams now have additional resources and knowledge to provide a more robust, enhanced client experience.
At Landmark Financial, we are business owners providing tax-centric wealth management to fellow business owners in our community and beyond. We work tirelessly as your financial coach and challenger to define your goals and bring them to reality. As our team has grown and expanded to different offices, our core beliefs and values about serving you have remained steadfast and true.
Whether you own a business, are just starting out in your career or are nearing retirement (or already retired), you have unique financial goals. These may include providing for a growing family, enjoying an early retirement, transitioning a family business or even something as simple as confidently understanding your finances. One of the biggest questions that American families struggle with is finding someone that they can trust to help guide them towards their goals.
Landmark Financial was founded to help address these issues. Our team of advisors are navigators – guiding you and your family towards your goals, executing your unique plan, and monitoring and adjusting along the way.
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