DayMark Wealth Partners
Company

DayMark Wealth Partners

Financial Services 9675 Montgomery Rd 41 employees
Employees
41
Contacts
4
Emails
4
Phones
2

DayMark Wealth Partners Overview

Headquarters
9675 Montgomery Rd
Industry
Financial Services
Employees
41
Founded
2022
Funding
,
NAICS
Finance and Insurance
Monetary Authorities-Central Bank

About DayMark Wealth Partners

We are an independent registered investment advisor, skilled at helping people better define their financial goals and build a path for their financial future. Headquartered in Cincinnati, DayMark Wealth Partners was founded in 2022 by a team of seven private wealth professionals with diverse backgrounds and expertise with numerous professional credentials, industry certifications and awards. The founding members have a combined industry experienceof nearly 200 years — representing a vast amount of knowledge and insights that we bring to each client relationship. We work closely with multigenerational families and successful individuals, including business owners and entrepreneurs, providing guidance and leadership as they grow through every phase of their lives.

DayMark Wealth Partners Contact Details

People in AeroLeads
4
With contact data
4
Email contacts
4
100.0% coverage
Phone contacts
2
50.0% coverage

DayMark Wealth Partners Org Chart

Sample employees and titles
Name Title Contact
Glen Sundin Consultant - Mergers & Acquisitions
Email Phone
Rodney Twells
Email
Jason Beischel, Cfp® Founder at Daymark Wealth Partners
Email Phone
Justin Fitchko, Mba, Cfp® Managing Partner at Daymark Wealth
Email

Employees by Management Level

Individual contributor 2 profiles
Executive 1 profile

Compare Similar Companies to DayMark Wealth Partners