DayMark Wealth Partners Enter Florida Market with $350M Advisory Team Acquisition

$3.8 B RIA Adds Seasoned Managing Partners in Strategic Southeast Florida

DayMark Wealth Partners, a rapidly growing registered investment advisor managing $3.8 billion for its mostly private clients, today announced its expansion into Florida with the addition of an advisory team that previously managed $350 million.

The team, led by Managing Partners Steve Rowe and Emily Rowe, establishes DayMark’s Southeast Florida presence with offices in Fort Lauderdale and Stuart. Joining them are Managing Partner Victoria Ricker, Managing Partner Patrick Strader, Executive Director of Client Relations Shayne Cullen, and Director of Client Relations Madison Iandoli.

“This acquisition demonstrates DayMark’s continued ability to attract elite teams that demand the highest standards,” said Mike Quin, Co-Founder and Managing Partner of DayMark Wealth Partners. “It also establishes our foothold in one of the nation’s most coveted and dynamic wealth management markets.”

The new DayMark team brings expertise in family financial planning, strategies for business owners, and complex liquidity-event structuring. With the exception of Ms. Ricker, formerly an advisor with Janney Montgomery, the team members had been with Wells Fargo and FiNet.

For Mr. Rowe, the move to Daymark ties his team’s success “more directly than ever to our clients’ success,” he said. “Our partnership with DayMark fundamentally transforms how we serve our clients.”

Adding to this insight, Ms. Rowe emphasized the client-first approach inherent to the DayMark brand and ethos: “Operating as full-time fiduciaries allows us to deliver higher-quality advice that truly serves our clients’ best interests,” she said.

DayMark is a member of the Dynasty Financial Partners’ Network of independent financial advisory firms, combining institutional-grade infrastructure with entrepreneurial flexibility.

Tim Oden, Chief Growth Officer at Dynasty Financial Partners, said the team’s move underscores Dynasty’s commitment to supporting independent advisors. “We’re proud to provide the resources and platform to help this team thrive,” he said.

About DayMark Wealth Partners

Founded in 2022 and headquartered in Cincinnati, Ohio, DayMark Wealth Partners is a registered investment advisor serving high-net-worth individuals, families, and business owners. Since its founding, DayMark has pursued strategic growth through acquisitions in key markets in Illinois, Ohio, Connecticut, and Utah.

For more information, please visit: https://www.daymarkwealthpartners.com/

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