Landmark Wealth Management, LLC
Fee-Only Financial Planner with an SEC Registered Investment Advisory firm
Christopher Congema is a Long Island based, NY fee-only financial planner. Landmark Wealth Management, LLC based on Long Island in Melville, New York with conference centers located in Hauppauge, Uniondale, Manhattan, and Naples, Florida. Landmark Wealth Managment, LLC provides comprehensive and objective financial planning to help clients organize, grow and protect their assets through life’s transitions. As a fee-only, fiduciary, and independent financial advisor, Christopher Congema is never paid a commission of any kind, and has a legal obligation to provide unbiased and trustworthy financial advice.
A CERTIFIED FINANCIAL PLANNER™, Chris Congema is proud to be partners with Brian Cohen and Joseph Favorito (also a CERTIFIED FINANCIAL PLANNER™) of a comprehensive financial planning and investment management firm, Landmark Wealth Managment, LLC. The firm is located in Melville, NY, with other available conference centers located in Uniondale and Hauppauge. While many of the clients are on Long Island, they serve individuals, families, small business owners, and charitable foundations throughout the country.
Landmark takes a holistic approach to financial planning. Advice is never focused on the sale of a product or security. Rather the complete financial picture of each individual client is taken into account while assessing their personal goals and financial circumstances. Typically a “Financial Stress Test” is run by first analyzing factors such as:
- Insurance Coverage
- Estate Planning
- Tax Planning
- Retirement Goals
- College Planning
Once the appropriate measurement of risk is addressed, an investment portfolio is constructed using a Strategic Asset Allocation. Investment solutions are prescribed based on the most cost effective and appropriate solutions available within the marketplace. Investment selections with a focus and emphasis on wealth accumulation, preservation, and wealth transfer are utilized.
Guidance is driven by the belief that a client’s complete wealth management profile must be the paramount focus when addressing their financial plan.
To set up a complimentary meeting, you can call 631-923-2485, email: email@example.com, or click here.
Chris began his career in the Financial Services Industry in 1991. He has been in the Investment industry since 1995 when he joined Merrill Lynch. Chris spent over 10 years at Charles Schwab & Company, with over five of those years as Branch Manager for offices in Massapequa, Jericho, Garden City, Forest Hills, and a Flushing Asia Pacific Center. Chris successfully managed four of those offices at the same time with assets over $5 Billion. He was an approved media spokesperson for Charles Schwab & Company often appearing on local TV news. He has been interviewed by the Wall Street Journal, New York Times, Money Magazine, Smart Money Magazine, Fortune, Forbes, and others. In 2005 Chris joined Fidelity Investments where he spent the first two years as Regional Consultant delivering numerous seminars to Long Island companies and individual investors. In 2007 he transitioned into the Private Client Group working with 500 high net worth individuals ($1M minimum) and helped counsel and guide them through some of the most challenging market conditions witnessed in the last 70 years.
Chris has tremendous experience in providing financial planning and counseling to high net worth investors. He has worked exclusively in the high net worth space (1MM ) since 2000. He has advised thousands of investors through one:one meetings or seminar delivery across all types of industries. The clients range from CFO's, CEO's, Small Business Owners, Doctors, Lawyers, Accountants, Executives, Engineers, Teachers, to name just a few. Chris left Fidelity to start his own firm, Core-X Wealth Management, which subsequently merged into Landmark Wealth Management in 2015.
Chris graduated from St. John's University in 1990 with a BS from the School of Business. He completed his Certificate Program in Financial Planning at C.W. Post, and is a CERTIFIED FINANCIAL PLANNER™. He has held Series 7, 63, 65, 9, 10 licenses, and was NYS Health and Insurance licensed. Chris is an active member of the Financial Planning Association (FPA), Long Island Chapter. Chris is also a member of The National Association of Personal Financial Advisors (NAPFA). NAPFA is the country's leading professional association of Fee-Only financial advisors-highly trained professionals who are committed to working in the best interests of those they serve.
Christopher Congema is a Member of the National Association of Personal Financial Advisors
The National Association of Personal Financial Advisors (NAPFA) is a leading professional association of Fee-Only financial advisors - highly trained professionals who are committed to working in the best interests of those they serve.
NAPFA members live by three important values:
- To be the beacon for independent, objective financial advice for individuals and families.
- To be the champion of financial services delivered in the public interest.
- To be the standard bearer for the emerging profession of financial planning.
At Landmark Wealth Management, LLC we take a holistic approach to financial planning. Our advice is never focused on the sale of a product or security. Rather we take into account the complete financial picture of each individual client while assessing their personal goals and financial circumstances. We typically complete a "Financial Stress Test" by first analyzing factors such as:
- Insurance coverage
- Estate planning
- Tax planning
- Retirement goals
- College planning
Once we have properly addressed an appropriate measurement of risk, we construct investment portfolios using a Strategic Asset Allocation. Investment solutions are prescribed based on the most cost effective and appropriate solutions available within the marketplace. We utilize investment selection with a focus and emphasis on wealth accumulation, preservation, and wealth transfer.
Our guidance is driven by the belief that a client's complete wealth management profile must be the paramount focus when addressing their financial plan.
Fee-Only, Fiduciary, Independent: Three Important Criteria to Consider When Choosing a Financial Advisor.
- Comprehensive Financial Planning
- Retirement Income Planning
- Investment Management
- College Education Planning
- Tax Planning
- Retirees and Near Retirees
- Growing Families
- Business Owners and Executives
- Sudden Money Situations
- Novice Investors
- In-Office Meetings
- Virtual Meetings
- Clearly Defined Fees
- No Product Sales
- Complimentary Initial Consultation
Professional Designations & Affiliations
Christopher Congema is a NAPFA-Registered Financial Advisor
The National Association of Personal Financial Advisors (NAPFA) is a leading professional association of Fee-Only financial advisors—highly trained professionals who are committed to working in the best interests of those they serve.
Christopher Congema is a CERTIFIED FINANCIAL PLANNER™ Professional - Click for Verification
CFP® professionals are held to strict ethical standards to ensure financial planning recommendations are in your best interest. What’s more, a CFP® professional must acquire several years of experience related to delivering financial planning services to clients and pass the comprehensive CFP® Certification Exam before they can use the CFP® designation.
Christopher Congema is a member of The Financial Planning Association® (FPA®)
FPA® is the largest membership organization for CFP® professionals in the U.S. and supports high standards of professional competence, ethical conduct, and clear, complete disclosure when serving clients.
Contact Christopher Congema
95 Broadhollow Road
Melville, NY 11747
150 Motor Parkway
Hauppauge, NY 11788
626 RXR Plaza
Uniondale, NY 11556
999 Vanderbilt Beach Road
Naples, FL 34108