Code of Ethics

At Landmark Wealth Management, we adhere to a strict set of ethical guidelines and standards of professional conduct. We have a fiduciary responsibility to our clients and we are keenly aware of it at all times. It permeates everything we do. Below is our firm's Code of Ethics:

  • Act with integrity, competence, diligence, respect, and in an ethical manner with the public, clients, prospective clients, employers, employees, colleagues in the investment profession, and other participants in the global capital markets
  • Place the interests of clients and the integrity of the investment profession above our own personal interests.
  • Use reasonable care and exercise independent professional judgment when conducting investment analysis, making investment recommendations, taking investment actions, and engaging in other professional activities.
  • Practice and encourage others to practice in a professional and ethical manner that will reflect credit on themselves and the profession.
  • Promote the integrity of and uphold the rules governing capital markets.
  • Maintain and improve our professional competence and strive to maintain and improve the competence of other investment professionals.