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
- Website
- www.daymarkwealthpartners.com
- Industry
- Financial Services
- Employees
- 41
- Founded
- 2022
- Funding
- ,
- NAICS
-
Finance and InsuranceMonetary 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 | Location | Contact |
|---|---|---|---|
| Glen Sundin | Consultant - Mergers & Acquisitions | Morristown, New Jersey, United States |
Email
Phone
|
| Rodney Twells | Cleveland, Ohio, United States |
Email
|
|
| Jason Beischel, Cfp® | Founder at Daymark Wealth Partners | Cincinnati, Ohio, United States |
Email
Phone
|
| Justin Fitchko, Mba, Cfp® | Managing Partner at Daymark Wealth | Greater Cleveland, United States |
Email
|
Employees by Management Level
Individual contributor
2 profiles
Executive
1 profile
Compare Similar Companies to DayMark Wealth Partners
Dynasty Financial Partners
Financial Services
Summit Trail Advisors
Financial Services
Ohio University Student Equity Management Group
Investment Management
Cyndeo Wealth Partners
Financial Services
TritonPoint Wealth
Financial Services
Nordwand Capital
Financial Services
Premier Path Wealth Partners
Financial Services
Intergy Private Wealth
Financial Services
Fairvoy Private Wealth
Financial Services
Founders Grove Wealth Partners
Financial Services