Landmark Financial Services
How We Work
Landmark Financial Services was founded by Mark Stanger and Ryan Marr in 2012, and offers a holistic, life-centered approach to financial planning that is designed to simplify your financial life and help you make better choices about money.
When you choose to partner with us to reach your financial goals, you become our main focus. Your success is directly related to ours. We will go above and beyond to ensure that you are in the best position to reach your short- and long-term financial goals.
Our approach is designed to:
- Establish a direct connection between your life goals and your investment portfolios.
- Develop a healthy framework for managing your portfolio over time, and minimize some of the common mistakes that less experienced investors might make with their portfolios.
As a team, we are friendly, open, honest and professional. We aim to be the planners that people enjoy meeting with, and look forward to working with. Your financial wellbeing is critically important, and largely dependent on partnering with a qualified financial advisor that you can trust.
To find out if we are a good fit, we welcome the opportunity to connect with you for a “Get Acquainted” consultation to learn more about you, and identify how we can be of service to you.
Who We Are
Landmark Financial Services can help you develop and implement customized wealth management strategies to take you from where you are, to where you want to be.
Located in the Twin Cities Metro Area, Landmark Financial Services has convenient office locations in White Bear, Isanti, and Ramsey, Minnesota. We are proud to serve individuals, families, and businesses on their quest for financial independence.
Mark Stanger and Ryan Marr founded Landmark Financial Services in order to provide independent financial advice tailored to the unique needs of each individual client. Today, we deliver a coordinated client experience that helps individuals and families gain control of their financial lives. The plans we create and the strategies we design are perfectly aligned with the values and aspirations of each client we serve.
Whether you are a recent college grad just starting out, a young family looking to grow your nest egg, or just a few years shy of retirement - Landmark Financial Services can help. Gain clarity and understanding of your complete financial life with our professional team of caring advisors.
Give us a call today to learn more about how we can help you on your journey to financial independence and confidence.
What We Do
Planning for a brighter future - one family at a time. Whether you are seeking insurance advice, portfolio management, or retirement planning services, you are our number one priority. We will create and implement a plan that will help you achieve your goals, and increase your level of financial confidence.
Insurance and Risk Management
Risk Management is a cornerstone within a properly structured financial plan. Unfortunately, many families experience financial hardship or loss due to undesirable circumstances related to medical bills, car accidents or personal liability issues, inability to work due to a sickness or injury, and premature death. These risks can be minimized or eliminated through proper insurance planning where appropriate.
Our independent insurance agents can help you design solutions, save time, and increase the value of your insurance dollars by shopping over 65 top-rated providers.
Through Landmark Financial Services and AdvisorNet Benefits, you have access to a variety of employer-sponsored insurance, retirement, and executive benefits and services.
We will help you navigate and assess carriers to minimize costs, as well as improve the design of your benefit and employee incentive packages.
As a firm, we specialize in helping people plan for retirement. The importance of proper retirement planning cannot be stressed enough. Regardless of age, it is never too early, or late, to begin planning for your post-career life.
We will design a retirement strategy aimed at your long-term goals that takes your current income into consideration. Through collaboration and discipline, we will help you be better positioned to retire on-time, and with plenty of resources.
Why We Do It
Define. Plan. Empower.
Not all financial planning firms are created equal. At Landmark Financial Services, our goal is to be the firm that stands above the rest, and provides services that are truly in the best interest of our clients.
As independent advisors, we do not work for only one investment company. Rather, we are able to select appropriate custodians for your investments, and manage your portfolio in a way that honors your current and future cash flow needs.
When you engage in Financial Planning Services with our advisors, we serve as your fiduciary. This is important because a fiduciary has a legal obligation to place your interests first. Unlike commission-based advisors who are held to a suitability standard of care, fiduciaries are required to disclose all conflicts of interest, which would include any compensation related to products or referrals.
As a team, we strive to provide a planning environment that is comfortable, professional, and judgement-free. We understand that you are busy, and coordinating your schedule with ours isn’t always easy. That’s why we will meet with you, our client, at times and places that are convenient for you.
Understanding your complete financial picture isn’t just important, it’s essential. We believe in educating you, our client, so that you are comfortable with the recommendations we present, and know that we are always looking out for your best interest. We sit on the same side of the table as you - because your success, is our success.
At Landmark Financial Services, you will experience the highest standard of care without exception. You can trust that Landmark Financial Services is 100% invested in you. It’s what you deserve. It’s what we provide.
- Planning for a brighter future, one family at a time.
- Our client's best interest is the only interest to be considered
- In providing those we serve with comfortable environment to discuss money and life issues
- In providing a memorable experience that is highly recommended to others
- Conflicts of interest should be avoided wherever possible and in disclosing any conflicts should they arise
- It is Landmark's policy not to accept or allow our related team members to receive certain forms of incentives or compensation from insurance or investment companies that are related to sales contests of any one particular investment vehicle or insurance product.
- Financial education to enhance our client's ability to feel confident about their money decisions and to simplify their financial lives
- Guidance through times of challenging and exciting life transitions
- A holistic, life-centered approach in working with our client's that are based on the principles of Financial Life Planning
- Customized financial advice and service, tailored to the specific needs of our clients in the following areas: