Landmark Wealth Advisors, LLC is a registered investment advisory firm located in Farmington, Utah. Landmark Wealth Advisors provides wealth management to individuals and families in multiple States. In addition, we offer investment advice and plan consultation to retirement plans of small and medium sized businesses. Our independence enables sound, unbiased and prudent investment advice that is always in the best interest of our clients. We value our clients and strive to always be a reliable resource for sound advice and guidance.
Tim G Bangerter -
Co Founder, Managing Member
Tim is a founding member of Landmark Wealth Advisors, LLC. Early in 1995 Tim founded his firm Bangerter Financial Group, LLC and began his career in the financial services industry. As a Financial Advisor he has enjoyed working with both individuals and small business owners. He specializes in investment management, financial, and retirement planning. Tim received his B.S. degree from Northern Kentucky University in Accounting and Finance.
Tim has always enjoyed being involved in his religious and community affiliations. He served two terms on the Utah Securities Commission, representing the financial services industry. He also served one term on the Utah Motor Vehicle Franchise Advisory Board. Away from the office Tim enjoys spending time with his wife Alisa and their family. He also enjoys golf, racquetball and water sports.
Lance K. Tempest -
Co Founder, Managing Member
Lance is a founding member of Landmark Wealth Advisors LLC. Lance began his career in the banking and trust divisions of both US Bank and Chase and was the primary point of contact for personal trust clients in the Utah Area while overseeing administration and investment allocations for trust clients. In 1997, Lance formed Tempest Financial Advisors, LLC a registered Investment Advisor in the State of Utah. Later his firm merged into Landmark Wealth Advisors, LLC.
Lance has a BS degree in Business Administration, and shares responsibility for all investment decisions, operations, and administration within Landmark Wealth Advisors. Lance specializes in helping individuals and families to meet personal and financial objectives. Lance and his wife Tiffany reside in Kaysville, Utah and enjoy spending time with family and friends, in outdoor activities and in service.