Broker Check

About Us

Our History

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. The firm is locally owned with offices in Fort Smith, Little Rock, Rogers and Russellville, Arkansas. Our team continues to expand our ability to provide complete and well-rounded financial advice to small business owners throughout the United States.

Our Beliefs

Our Beliefs

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.

  • We believe that while knowledge is important, there is no replacement for hard work. We approach your situation with ambitious resolve and unrelenting conviction.
  • We believe it is our responsibility to demonstrate leadership and be willing to give real advice we would follow ourselves, even when it’s challenging.
  • We believe in continuous improvement. Change is inevitable and necessary, and we respond to those changing conditions with services.
  • We believe in earning your business daily. As humans we are imperfect, but our commitment to going above and beyond your expectations sets us apart.
Our Purpose

Our Purpose

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.

How can we help you plan your path?

Have a Question?

Thank you!
Oops!

Want to be Smarter With Your Money?

Join our mailing list and get news and info to support your financial goals.



Thank you! Oops!