DayMark Wealth Partners

DayMark Wealth Partners 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

founding members have a combined industry experience of 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.

We're thrilled to welcome Rex Mack, CFP®, Patrick Petsche, Vince Costanzo, and Anthony Costanzo to DayMark Wealth Partne...
06/01/2026

We're thrilled to welcome Rex Mack, CFP®, Patrick Petsche, Vince Costanzo, and Anthony Costanzo to DayMark Wealth Partners. With deep expertise in multigenerational wealth planning and a client-first mindset, they're strengthening our Midwest positioning and helping us surpass $6 billion in assets under management.

Learn more about their addition to the team in the recent Business Wire feature: https://bwnews.pr/4akirt6

Today is 5/29, a timely reminder that education planning continues to evolve. A lot has changed. From doubled K-12 limit...
05/29/2026

Today is 5/29, a timely reminder that education planning continues to evolve. A lot has changed. From doubled K-12 limits to trade school coverage and permanent ABLE rollovers, the rules have been updated in ways that create real opportunities for families planning.

Don't let another year go by without making sure your 529 is working as hard as it should be.

Have questions? Reach out today: https://bit.ly/3OBLbSS

We are seeking a detail-driven, client-focused Director of Client Relations to support our advisors and deliver a though...
05/26/2026

We are seeking a detail-driven, client-focused Director of Client Relations to support our advisors and deliver a thoughtful, high-touch experience for our clients. As a key member of the team, you will serve as a central point of coordination between advisors and their clients, ensuring every interaction reflects DayMark’s commitment to precision and care.

In this role, you will partner closely with Financial Advisors to manage day-to-day client needs, coordinate meetings, oversee account activity, and support reporting and communications. You will thrive here if you are highly organized, proactive, and take pride in delivering exceptional service in a fast-paced environment.

At DayMark Wealth Partners, we combine a boutique client experience with institutional capabilities, and we’re looking for someone who values collaboration, professionalism, and long-term growth.

If you’re based in or near Sarasota, FL, we encourage you to apply: https://bit.ly/42ZMeDz

From all of us at DayMark Wealth Partners, thank you to the heroes who gave their lives in service to our nation. ...
05/25/2026

From all of us at DayMark Wealth Partners, thank you to the heroes who gave their lives in service to our nation.

We were honored to be the Presenting Sponsor of the Green Beret Foundation event in Milford, Ohio this past Thursday.Sup...
05/20/2026

We were honored to be the Presenting Sponsor of the Green Beret Foundation event in Milford, Ohio this past Thursday.

Supporting the people we serve means more than financial planning. It’s about showing up and standing behind those who have given so much.

To our veterans, military families, and community, thank you. We celebrate you this Military Appreciation Month and always.

Did you know these new federally backed savings accounts aren’t just for newborns?Have questions? We're here to help. ht...
05/13/2026

Did you know these new federally backed savings accounts aren’t just for newborns?

Have questions? We're here to help. https://bit.ly/3OBLbSS

Wishing a happy Mother’s Day to all the incredible moms in our lives and communities. We are grateful for all you do. ...
05/10/2026

Wishing a happy Mother’s Day to all the incredible moms in our lives and communities. We are grateful for all you do.

Our Q2 2026 Market Outlook is here and this quarter, we're going "Back to the Future."The S&P is flat, but underneath th...
05/04/2026

Our Q2 2026 Market Outlook is here and this quarter, we're going "Back to the Future."

The S&P is flat, but underneath the surface, this market is full of opportunity. We cover topics including:
-What Started the Rotation
-The Physical Economy is Winning
-AI Infrastructure vs. Software
-Inflation, Oil & the Iran Ceasefire
-The Fed is Back as a Tailwind
-Earnings & Why This Isn't a Recession Setup
-Seven Themes for Q2 2026 …and more!

Read the full commentary here: https://bit.ly/4urpojQ

At DayMark, these aren't just words. They're how we show up for every client, every day. Because behind every financial ...
04/27/2026

At DayMark, these aren't just words. They're how we show up for every client, every day. Because behind every financial plan is a family, a dream, or a legacy worth protecting, and we take that seriously. Let's start building yours.​

Reach out to us today: https://bit.ly/3OBLbSS

04/22/2026

Grateful for this planet and the people on it. 🌍
Happy Earth Day from all of us at DayMark. ​

Address

Cincinnati, OH
45242

Opening Hours

Monday 8am - 5pm
Tuesday 8am - 5pm
Wednesday 8am - 5pm
Thursday 8am - 5pm
Friday 8am - 5pm

Website

Alerts

Be the first to know and let us send you an email when DayMark Wealth Partners posts news and promotions. Your email address will not be used for any other purpose, and you can unsubscribe at any time.

Contact The Business

Send a message to DayMark Wealth Partners:

Shortcuts

Featured

Share

Category