Landmark Financial Honored as a Top Wealth Management Firm by Avantax Wealth Management℠

Rachael McGrew |
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(Fort Smith, AR) — Dec. 10, 2019 — Landmark Financial was recognized for its extraordinary achievements throughout the year at the 2019 National Conference. Landmark Financial was named a Level 7 Diamond Eagle, which is awarded to firms based on the criterion of the firm’s production volume across all product lines.

“Diamond Eagle firms set themselves apart from the crowd because of their unwavering commitment to providing tax-focused investment strategies that help their client’s accomplish their goals,” Avantax Wealth Management President Enrique Vasquez said. “Their dedication to providing a new standard of heightened value to the individuals, families and businesses they serve establishes an industry precedent for others to follow.”

Avantax Wealth Management is pleased to congratulate Landmark Financial for reaching 7 Diamond Eagle status, deeply appreciates Landmark Financial’s devotion to serving its clients through comprehensive financial planning advice and commends Landmark Financial on its continued progress and accomplishments.

The theme of National Conference 2019 was “One Giant Leap,” and discussed the importance of achieving long-term success through many steps in the disciplined, consistent pursuit of a goal. Diamond Eagle firms live out this philosophy every day in their offices as they work to deliver an extraordinary client experience through exceptional service to help their client’s work toward desired outcomes.

About Landmark Financial, LLC

Since 2002, our professionals have been helping business owners achieve their financial goals in a tax-efficient manner by assisting in defining their goals and bringing them to life. Landmark Financial’s advisors are a skilled group of forward-thinkers, innovators and strategists. They build relationships with their clients and approach each situation with ambitious resolve and unrelenting conviction, providing responsive services and leading-edge technical advice.

About Avantax Wealth Management
Avantax Wealth Management (which comprises Blucora’s Wealth Management business and includes HD Vest and 1st Global) offers a tax-advantaged approach for comprehensive financial planning. Through its Tax-Smart approach, Avantax helps clients leverage taxes to create financial growth opportunities. Most financial companies treat taxes as an afterthought, or not at all, even though taxes are one of life’s most complex and costly expenses. Avantax uses technology, tax and wealth management insights to uncover tailored and advantageous opportunities across our clients’ financial lifecycles to deliver optimal returns.

The Diamond Eagle award is given to firms based on the criterion of the firm’s production volume across all product lines.

Securities offered through Avantax Investment Services℠, Member FINRA, SIPC. Investment advisory services offered through Avantax Advisory Services℠.

 

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