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Daymark Wealth Partners, LLC

Headquartered in CINCINNATI, OH

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Firm Information

Daymark Wealth Partners, LLC is an investment advisor headquartered in Cincinnati, Ohio. The firm has 19 investment advisor representatives and manages $3.94 billion in assets for 6,073 accounts. Daymark Wealth Partners provides financial planning and portfolio management services to individuals, high-net-worth individuals, trusts, corporations, charitable organizations, and pension and profit-sharing plans.

Daymark Wealth Partners, LLC

9675 MONTGOMERY ROAD

CINCINNATI, OH 45242

$3.94B

Assets Under Management

Not reported

Total Clients

18

Total Financial Advisors

Services Offered

Advisors offer a broad range of advisory services designed to meet the unique needs of individuals, businesses, and investment companies. These services provide professional guidance and personalized strategies to help clients achieve their financial goals.

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financial planning services

Comprehensive financial plans to help you achieve your personal and business goals.

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pension consulting services

Guidance on pension options to ensure a secure financial future.

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portfolio management for individuals

Personalized portfolio management to meet individual financial objectives.

Fee Structure

Advisors may be compensated through a variety of fee structures, offering flexibility and transparency. This allows clients to choose the arrangement that best aligns with their financial objectives.

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fixed fees

Set rates for specific services, regardless of time or assets managed.

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percentage of assets

A percentage of the total value of assets under management is charged.

Branch Locations (4)

DAYMARK WEALTH PARTNERS, LLC has a total of 4 branch locations across the country.
location

Pepper Pike, OH

location

CINCINNATI, OH

location

Westlake, OH

location

Southport, CT

Advisors at Daymark Wealth Partners, LLC

View All 18 Advisors
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Martin Hopkins

RA

Westlake, OH

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Kimberly Jean Fitzgerald

RA

CINCINNATI, OH

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Michael Ray Larison

RA

CINCINNATI, OH

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Peter John Boland

RA

CINCINNATI, OH

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Thomas Cruise Hofstetter

RA

CINCINNATI, OH

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T rodney Twells

CFA®, RA

CINCINNATI, OH

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Daniel Norman Baron

RA

Southport, CT

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Jacob John Krecic

RA

Westlake, OH

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Disclosures

There are no public disclosures for Daymark Wealth Partners, LLC.

Frequently Asked Questions (7)

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