• What we do

    We offer personalized financial advice based on your goals and provide an upfront overview of costs.
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  • Your financial priorities

    Learn more about key financial and investment insights to help you achieve your goals.

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  • Key tax considerations

    Review tax planning strategies throughout the entire year, not just during tax season.

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Background and qualification information is available at FINRA's BrokerCheck website. | Ameriprise Financial Services, LLC Client Relationship Summary Disclosure.

Our commitment to you

Financial advice for a lifetime

We provide financial advice based on your goals, now and at every stage in your life.

Personalized investments and solutions

Our custom investment strategies and solutions are designed based on your needs to help you plan for your financial goals and objectives.

Meaningful connections

We get to know you—by regularly discussing your goals, life events, investments, milestones and ever-changing needs. We’ll make timely connections tailored to your schedule and preferences.

Secure digital access

Our safe and seamless digital tools—backed by our online security guarantee—enable you to collaborate with us and access your accounts anytime, anywhere, from any device.

Ready to learn more?

Get started by requesting a complimentary consultation

Featured insights

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Honored to be recognized in Forbes

Congratulations, Sam Greene, for being included on the 2025 Forbes Best-in-State Next-Generation Wealth Advisors list. All of us at Landmark Financial Partners are proud of this tremendous recognition, as it reflects our shared commitment of providing our clients with advice and support they can count on. A sincere thank you to our clients for your continued trust and to Forbes for the recognition.