Fort Lauderdale’s financial scene just became more sophisticated. In a strategic move aimed at deepening its presence in key wealth markets, DayMark Wealth Partners has expanded into South Florida with a newly onboarded team managing $350 million in client assets.
This isn’t just a regional play. It’s part of a larger momentum shift as independent firms, backed by deep institutional support, move to meet the evolving expectations of ultra-high-net-worth individuals—many of whom now demand the same level of personalization, transparency, and multi-generational expertise that used to be the sole domain of private banks and family offices.
The Fort Lauderdale team brings decades of experience advising entrepreneurs, business owners, and legacy families across complex wealth structures. Their decision to join DayMark was driven by the firm’s commitment to independent, fiduciary advice—and the kind of deeply tailored service model that resonates with discerning clients seeking more than off-the-shelf portfolios.
“South Florida isn’t just growing in population—it’s growing in complexity,” said a DayMark executive. “We’re here to serve clients who want a long-term relationship with advisors who understand their business holdings, real estate assets, charitable goals, and family dynamics—not just their risk tolerance.”
Backed by Dynasty Financial Partners, DayMark Wealth was born from a breakaway of veteran advisors who sought to pair white-glove client service with advanced tech, compliance infrastructure, and strategic investment thinking. Their presence in Fort Lauderdale signals the city’s rising status as a destination for sophisticated financial management—not just a satellite to Miami or Palm Beach.
For clients who split their time between Florida, New York, and beyond, the expansion brings added continuity and localized insight. And for those reevaluating their financial strategies in the face of generational transitions, liquidity events, or philanthropic pivots, DayMark offers a flexible but rigorous framework that extends well beyond quarterly statements.
With more firms targeting Broward’s concentration of wealth, talent, and private enterprise, DayMark’s arrival adds meaningful competition—and another option for residents seeking thoughtful stewardship of complex assets.
