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About
Joseph M. Favorito, CFP®, is Principal at Landmark Wealth Management, LLC, an SEC Registered Investment Advisor based on Long Island, NY. He specializes in providing comprehensive financial planning and fiduciary investment management services to individuals, families, small business owners, and charitable foundations, with a focus on delivering fee-only, client-centered solutions.
With more than 20 years of experience in wealth management and financial consulting, Favorito previously worked as a Financial Planning Consultant and Certified Financial Planner™ at Fidelity Investments and as an Investment Consultant at TD Waterhouse. At Landmark Wealth Management, his expertise spans holistic retirement planning, portfolio construction, tax-efficient strategies, and direct indexing, with notable experience addressing the unique needs of clients in the HR & Staffing industry as well as those planning for Qualified Charitable Distributions (QCDs), required minimum distributions (RMDs), and other complex financial topics.
Favorito holds a Master of Business Administration from Dowling University, a degree from Edison College, and advanced credentials from The Institute for Business and Finance. As a long-tenured CERTIFIED FINANCIAL PLANNER®, he is recognized for upholding fiduciary standards and advancing best practices in fee-only investment advice and low-cost, diversified asset allocation approaches.
Career History
| Organization | Role | Date Range | Details |
|---|---|---|---|
| Landmark Wealth Management, LLC | Principal | Sep 2011 to Present | Based in Long Island New York, Landmark Wealth Management, LLC is a “fee only” Securities Exchange Commission registered investment advisor. The mission of the firm is to provide comprehensive financ... |
| Fidelity Investments | Financial Planning Consultant, CFP® | Aug 2005 to Sep 2011 | — |
| TD Waterhouse | Investment Consultant | May 1999 to Aug 2005 | — |
| Muriel Siebert & Co., Inc. | Account Executive | Jan 1998 to Apr 1999 | — |
Education
Edison College
1997
Dowling University
Master of Business Administration