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.
| Website | https://www.daymarkwealthpartners.com/ |
| Revenue | $13.3 million |
| Employees | 50 (40 on RocketReach) |
| Founded | 2022 |
| Address | 9675 Montgomery Rd Suite 201, Cincinnati, Ohio 45242, US |
| Industry | Financial Services |
| Keywords | Investment Advisor, Financial Planning, Wealth Management, Retirement Planning, Financial Advisor, Investment Management, Portfolio Management, Estate Planning, Tax Planning, Financial Goals, Wealth Building, Investment Strategies, Financial Security, Long Term Investing, Retirement Solutions, Financial Consulting, Asset Management, Risk Management, Financial Future, Investment Services |
| Competitors | Fidelity Investments, Schwab Advisor Services, Vanguard, Morgan Stanley, Edward Jones, Raymond James, Merrill Lynch, U.S. Bank, Wells Fargo, LPL Financial +39 more (view full list) |
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The DayMark Wealth Partners annual revenue was $13.3 million in 2026.
Jason Beischel is the Founder of DayMark Wealth Partners.
40 people are employed at DayMark Wealth Partners.
DayMark Wealth Partners is based in Cincinnati, Ohio.