DayMark Wealth Partners

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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.

Medicare Open Enrollment runs October 15 to December 7.Each year, this is your chance to take a fresh look at your Medic...
10/15/2026

Medicare Open Enrollment runs October 15 to December 7.

Each year, this is your chance to take a fresh look at your Medicare coverage. Plans and your own needs can change, so it’s worth a quick check-in, even if you’re happy with what you have. Anything you change will take effect January 1.

Depending on your current coverage, you may be able to:
- Switch between Original Medicare and Medicare Advantage
- Join, change, or drop a Medicare Advantage plan
- Add, drop, or switch a Part D prescription drug plan

Healthcare is one of the bigger pieces of a retirement plan, so these choices connect to your budget and your long-term goals. If you have questions about how this fits into your plan, we’re always glad to help.

We're excited to welcome Managing Partners Sidney Taylor and Jim Huster to DayMark Wealth Partners as they lead our new ...
10/07/2026

We're excited to welcome Managing Partners Sidney Taylor and Jim Huster to DayMark Wealth Partners as they lead our new office in DeLand, Florida.

Together, they bring $250 million in client assets and decades of experience serving high-net-worth families and providing investment consulting to institutions. Their experience sharpens our core expertise, and DeLand extends our reach in a state that continues to attract affluent families and business owners from around the country. It's our fourth Florida office in under a year and a half.

Read more about the new team in the BusinessWire announcement: https://bwnews.pr/3VvGrVP

Join us for an upcoming virtual webinar: "Navigating Healthcare & Open Enrollment: Pre-65, Medicare, and Beyond"Healthca...
10/01/2026

Join us for an upcoming virtual webinar: "Navigating Healthcare & Open Enrollment: Pre-65, Medicare, and Beyond"

Healthcare is one of the biggest expenses in retirement, and the rules around coverage aren't always easy to sort out. This webinar offers a clear, straightforward look at your options before and after 65.

We're pleased to welcome Cole Craven, CEO of Move Health, who will walk us through the Marketplace, Medicare, and supplement options, plus how to approach open enrollment.

📅 Thursday, October 8th at 5:30 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/4j9DDar

We're thrilled to welcome Andrew Cardone, Chuck Brown, Skylar Mosconi, and Michael Callahan to DayMark Wealth Partners w...
09/29/2026

We're thrilled to welcome Andrew Cardone, Chuck Brown, Skylar Mosconi, and Michael Callahan to DayMark Wealth Partners with our expansion to Sarasota, Florida.

Specializing in advising business owners, high-net-worth multigenerational families, corporate executives, retirement planning, and alternative/private investments, they further strengthen our commitment to serving clients across generations and expand our Southeast footprint.

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

Partners

Leadership, to us, means fully honoring the trust our clients place in DayMark, bringing our full experience and care to...
09/23/2026

Leadership, to us, means fully honoring the trust our clients place in DayMark, bringing our full experience and care to every relationship, not just at the start, but through every stage of life. It's the first of the five values we were built on, alongside Integrity, Respect, Fiduciary, and Loyalty.

Most people set up a 401(k) once and never really go back to it. That makes sense, since it's built to run on its own. B...
09/16/2026

Most people set up a 401(k) once and never really go back to it. That makes sense, since it's built to run on its own. But the choices you made when you enrolled were made by a version of you with a different salary and different plans.

Therefore, it’s worth relooking at your contributions and plan details every so often. A few key questions to consider:
- When did you last review your account?
- What percentage of your income are you contributing?
- Are you contributing enough to take advantage of the full employer match?
- Did you get a raise since the last time you set your contributions?
- How much has your pay increased over the time?
- How much has the cost of living increased over the last five years?
- Have you adjusted for inflation?
- How is the money invested?
- Does your plan match your retirement time horizon?
- Have you named your beneficiaries, and do they need to be updated?

If you would like a professional look at your 401k and financial plan, we’re happy to help. Schedule a complimentary review today: https://bit.ly/3OBLbSS

Twenty-five years ago today.We honor the lives lost, the heroes who emerged, and the resilience of a nation forever chan...
09/11/2026

Twenty-five years ago today.

We honor the lives lost, the heroes who emerged, and the resilience of a nation forever changed. September 11, 2001, remains a solemn reminder of the strength found in unity, compassion, and courage. We will never forget.

This Labor Day, we honor the dedication and achievements of workers across the nation. From all of us DayMark Wealth Par...
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!

09/01/2026

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.

The backpacks are packed and the first-day photos are in.Our team's kids headed back to school this week. These are the ...
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.

Address

Cincinnati, OH
45242

Opening Hours

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

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