Landmark Wealth Management, LLC

Stuart Lempert is a financial advisor with Landmark Wealth Management, LLC, holding Series 63 and Series 65 licenses and bringing 33 years of industry experience. His prior roles include lengthy tenures at Charles Schwab and TD Ameritrade. Outside of his advisory work, he serves on advisory boards and nonprofit boards related to healthcare, youth services, and law enforcement foundations. Landmark Wealth Management provides discretionary investment management and financial planning to a diverse client base including individuals, high-net-worth clients, pension plans, and charitable organizations. The firm employs a primarily long-term, fundamental analysis-based investment approach, using mutual funds, ETFs, individual securities, and, when appropriate, covered-call strategies and limited short-term trades.

James Millington is a CFP® with 25 years of industry experience. He has worked at Landmark Wealth Management, LLC since 2021 and previously spent 11 years at Fidelity. Landmark Wealth Management provides discretionary investment management and financial planning services to individuals, high-net-worth clients, pension and profit-sharing plans, charitable organizations, and businesses. The firm uses a long-term, fundamental analysis approach to portfolio construction, employing mutual funds, ETFs, individual securities, and selective strategies aligned with client objectives.

Christopher Congema is a CFP®-credentialed financial advisor at Landmark Wealth Management, LLC with 11 years at the firm and 5 years of industry experience. He holds Series 63 and Series 65 licenses and is based in Melville, NY. Landmark Wealth Management provides discretionary investment management and financial planning to individuals, high-net-worth clients, pension and profit-sharing plans, charitable organizations, and businesses. The firm employs a long-term investment approach grounded in fundamental analysis and offers services including portfolio management, financial planning, and consulting through a team of six advisors overseeing approximately $442 million in client assets.

Brian Cohen is a financial advisor with Landmark Wealth Management, LLC in Melville, NY. He holds Series 63 and Series 65 licenses and has 10 years of industry experience. Cohen has been with Landmark Wealth Management since 2015. Landmark Wealth Management provides discretionary investment management and financial planning to individuals, high-net-worth clients, pension and profit-sharing plans, charitable organizations, and businesses. The firm employs a primarily long-term investment approach based on fundamental analysis and manages approximately $442 million in client assets across about 280 relationships.

Aaron Belletsky is a financial advisor at Landmark Wealth Management, LLC, holding a Series 65 designation with two years of industry experience. His prior roles include positions at Sun Life and RCN Capital, as well as work connected to The University of Connecticut. Landmark Wealth Management provides discretionary investment management and financial planning to individuals, high-net-worth clients, pension and profit-sharing plans, charitable organizations, and businesses. The firm’s investment approach focuses on long-term, fundamental analysis and offers portfolio management built from mutual funds, ETFs, individual stocks and bonds, with strategies such as covered calls and limited short-term trading aligned with client objectives.

Joseph Favorito is a CFP®-certified financial advisor with 6 years of industry experience, currently with Landmark Wealth Management, LLC. He has been with Landmark since 2015 and also has a long tenure with Fidelity Brokerage Services, LLC. Landmark Wealth Management is a team of six advisors providing discretionary investment management and financial planning to individuals, high-net-worth clients, and institutions. The firm emphasizes a long-term investment approach based on fundamental analysis, utilizing mutual funds, ETFs, individual securities, and, where appropriate, covered-call strategies and limited short-term trades.