Ohio-based DayMark Wealth Partners announced that veteran financial advisors Thomas Hofstetter and Daniel Baron have joined the firm as the Hofstetter Baron Group of DayMark Wealth Partners. Previously a Wells Fargo Advisors team managing $585 million, the Southport, Connecticut-based Hofstetter Baron Group advises high-net-worth families and individuals.
With a focus on service, the Hofstetter Baron Group chose independence to help their clients achieve their goals through customized financial planning, personalized advice, and institutional-quality portfolio management.
DayMark Wealth Partners is an RIA based in Cincinnati, Ohio, with $2.5 billion in assets under management (prior to this acquisition). And it receives custodial support from Fidelity Investments and Charles Schwab and is a member of the Dynasty Financial Partners’ Network of independent financial advisory firms.
KEY QUOTES:
“The RIA space has matured to the point we can offer our clients even more than they’ve come to expect. Becoming truly independent, teaming with DayMark Wealth Partners and Dynasty Financial Partners, equips us to exceed expectations — especially when it comes to the in-depth planning our families require.”
- Daniel Baron
“(The addition of the Hofstetter Baron Group) reinforces something I’ve been saying here for a while: our firm and our model is a landing pad for elite teams and their clients.” Adds Quin: “My partners at DayMark and I couldn’t be prouder to partner with the Hofstetter Baron Group, who are great people and tremendous professionals.”
- DayMark Wealth Partners founder Mike Quin
“The model Mike Quin and his team are building resonates with the largest and most ambitious breakaway advisors out there — the very firms with the most choice when it comes to finding a new home. We’re excited to welcome another seasoned team to DayMark Wealth Partners, and we look forward to supporting them as they grow.”
- Shirl Penney, CEO of Dynasty Financial Partners
