There are two advantages to how we deliver solutions for our clients’ needs. The first begins with our discovery process of getting to know each client as an individual and expanding that through our disciplined process of goal-setting. The second is the open architecture afforded us by our independence.

As we establish and foster a caring relationship with our clients, we encourage them to bring all their questions and concerns to us. By understanding their situation holistically — no matter how complex — we are better able to identify beneficial outcomes. We are meticulous in building a financial plan, founded in practical solutions that are aligned not only with the client’s goals but with their personal values as well.

We are able to identify those solutions by accessing a virtually unlimited range of products and services from both leading providers and highly specialized firms. This open architecture removes the limitations faced by financial advisors operating in captive corporate environments. The DayMark team is free to access the best of all worlds for our clients.