We help serve multigenerational families and successful individuals to better define their financial goals and build a path for their financial future.
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
09/07/2026
This Labor Day, we honor the dedication and achievements of workers across the nation. From all of us DayMark Wealth Partners, we wish you a relaxing and well-deserved break. Happy Labor Day to our clients, colleagues and community!
Last week the DayMark Wealth Partners team had the honor of ringing the closing bell at The Floor at Cboe in Chicago as part of our 2026 Partners Meeting. Bringing our partners together in one place gave us the chance to reflect on how far the firm has come, plan for where we're headed, and learn from one another's experience. Moments like this one remind us that the strength of a partnership is measured by the people in it, and that the better we work together, the better we serve the individuals and families who trust us. We're proud to celebrate this milestone with our team and grateful to Cboe Global Markets for welcoming us to the trading floor.
08/25/2026
The backpacks are packed and the first-day photos are in.
Our team's kids headed back to school this week. These are the milestones that go by fast, and from our DayMark family to yours, we hope this school year is a great one.
08/20/2026
Most people start investing in their twenties. This generation could start at birth.
That's how Jason Beischel, CFP®, describes what Trump Accounts could mean for the children eligible for them. An additional 18 years of compounding is a real head start, and no generation up to this point has had it. The catch: none of it happens automatically. Someone has to open the account and keep funding it.
Full breakdown, including how these compare to 529s and custodial IRAs: https://bit.ly/4ztD2q2
What does financial peace of mind look like for you?
Today's National Financial Awareness Day, a good reminder to pause and ask that question. You don't need all the answers right away. You just need a place to start.
If you'd like help thinking it through, we're always happy to talk.
https://bit.ly/3OBLbSS
08/04/2026
August is National Make-a-Will Month, a good reminder that estate planning isn't a one-and-done task.
It only takes a few minutes to check whether your plan still reflects your life today. Start with these questions:
- Are your retirement accounts and life insurance set to go where you want?
- If you have a trust, have your assets actually been moved into it?
- Are your named guardians and agents still the right choice?
- Do your loved ones know where to find your documents?
We put together a full checklist to walk through these details and more.
Download the full guide here: https://bit.ly/4pZk9qD
Financial progress rarely happens overnight. It happens through steady guidance, clear next steps, and a plan built around what matters most to you.
That's the DayMark approach: helping you move toward retirement with confidence, one thoughtful decision at a time.
Curious what that could look like for you? Let's start the conversation.
https://bit.ly/3OBLbSS
07/23/2026
Our Q3 2026 Market Outlook is here!
This quarter, we're staying "Attached at the Chip" as we unpack where the market's real opportunities are hiding beneath the surface. Inside, we cover what's really driving this market now that leadership has broadened beyond the Mag 7, why small caps just had their best first half in 25 years, and what the Fed's new era means for you.
We also break down the trends we're watching most closely heading into year-end, from the resilience of the consumer to what's happening across private markets.
Take a look and see what it all means for your financial picture: https://bit.ly/44IsJ3i
07/17/2026
Join us for an upcoming virtual webinar: "Technology Investing: Is AI Opportunity or Hype?"
With so much being said about AI and investing, it can be hard to know what to make of it. This webinar offers a clear, straightforward look at the topic.
We're pleased to welcome Terry Pettorini, Senior Regional Advisor Consultant with Columbia Threadneedle Asset Management, who will walk us through AI's real impact on the markets, in terms that make sense.
📅 Wednesday, August 19th at 12:00 PM ET
We'll close with a live Q&A, so bring the questions you've been meaning to ask.
Click here to join: https://bit.ly/4wbsJoD
07/08/2026
Most people feel like they're on track for retirement, but feeling ready and being ready are two very different things. These four questions can help you take an honest look at where you actually stand and whether there are gaps worth addressing before they become problems.
At DayMark, we help professionals, families, and business owners build retirement plans that are clear, complete, and built around what matters most to you. If one of these questions gave you pause, that's a good place to start.
We're here to help. Reach out to schedule a conversation: https://bit.ly/3OBLbSS
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