DayMark Wealth Partners

DayMark focuses on business owners, corporate executives, and professionals in the Ohio-Kentucky-Indiana region who are approaching or navigating a liquidity event, such as the sale of a privately held company. The firm's planning emphasizes tax-aware portfolio construction and coordination with a client's existing CPA and estate attorney. Its marketing and regulatory filings position it for clients seeking a fiduciary advisor during a major financial transition rather than ongoing transactional brokerage services.

There is no public evidence that DayMark operates proprietary funds, private equity vehicles, or direct-investment programs. The firm's investment approach, as described in its planning materials, centers on constructing diversified public-market portfolios using a blend of active and passive strategies. This is consistent with the fee-only RIA model common among independent fiduciary firms in Midwestern markets.

DayMark positions itself as a central coordinator rather than a full-service replacement for a client's external legal and tax teams. For business-owner clients, the firm typically models post-sale cash flows, stress-tests concentration risks, and then works alongside the client's CPA to implement tax-efficient distribution strategies. This quarterbacking model is designed to ensure that portfolio construction aligns with the estate plan drafted by the client's attorney.

The firm is headquartered in Cincinnati, Ohio, and serves clients concentrated in the greater Ohio Valley — principally Ohio, Kentucky, and Indiana. Its referral networks and client-advisor relationships are built within this tri-state corridor. There is no indication of satellite offices or a national virtual advisory practice in available public records.

DayMark is not structured as a single-family or multi-family office. It operates as a wealth management and financial planning firm serving multiple unrelated client households, predominantly business owners and professionals. Its service model does not include the concierge services, bill-pay, or direct private investments typical of a dedicated family office, though its exit-planning focus serves a similar demographic niche.