Making an Impact in
the lives of our advisors
2023 was a record year for AssetMark across many of our key financial and operating results. It was also a record year for our Net Promoter Score, which came in at 72, 3 points higher than last year. We continue to truly make a difference in the lives of our advisors and their clients, but don’t take it from us.
made an impact in
the lives of some of
our top advisors...
David Bunin, CFP®
Wilton, CT—Years with AssetMark: 11
AssetMark's unwavering commitment to providing a robust asset management platform, coupled with exceptional leadership and an incredible support team, has allowed me to not only streamline my current processes but also establish a solid foundation for the future growth of my practice. Their focus on empowering my business with the right financial tools has been instrumental in navigating challenges, seizing opportunities, and fostering a sense of confidence in the ever-evolving landscape of financial planning. As I reflect on our collaborative success, I am grateful for the enduring support that AssetMark has provided, making them an indispensable ally in the continued prosperity of my practice.
Shawn Wilson
Fairfax, VA—Years with AssetMark: 14
The depth and breadth of AMK’s investment solutions gives us the confidence that we can provide a high-quality portfolio for virtually any client.
Peter Robertson
Newport Beach, CA—Years with AssetMark: 17
Our AssetMark team supports us, in every aspect of our business dealings to the same degree we serve and support our clients, whether it’s sales, client service, curated portfolio construction, practice management, Industry trends and big picture perspective. AssetMark desires feedback to make improvements. AssetMark continues to enhance, evolve and improve their platform and service in order to help our firm become better and more successful.
Tom Dumas CFP®, ChFC®, RICP®
Charlotte, NC—Years with AssetMark: 18
I see AssetMark as a true partner to my business. Beyond providing access to investment strategists, their relationship management team acts as another back-office support for my team. The investment consultants, practice management and relationship team are all reasons I enjoy working with AssetMark.
John Lian
Worcester, MA—Years with AssetMark: 9
Outsourcing to AssetMark allows me to focus more time on building relationships with my clients.
Lucila Williams
Denver, CO—Years with AssetMark: 10
As an independent advisor I value my relationship with AssetMark because it not only provides me with investment expertise, cutting-edge technology, and practice management advice but also a sense of community with other like-minded advisors. AssetMark also allows my small business to compete with far larger firms by integrating comprehensive investment solutions with world-class service and providing it as an extension of my team.
Robert Peller, CPA
New York, NY—Years with AssetMark: 20
I enjoy working with AssetMark for many reasons. I particularly appreciate their approach to engaging with us, their clients. In many ways, it mirrors the way we engage with our own clients with the hands-on approach, a partnership attitude, and willingness to go above and beyond to successfully navigate issues and opportunities as they arise. In my view, and as a business owner for over three decades, I believe that to be successful in business one must see a challenge as an opportunity and not a deterrent. It’s quite clear to me that AssetMark operates with the same mindset and as such we are both more successful together than we would be apart.
Daryl Cole, CFP®
Orange County, CA—Years with AssetMark: 15
AssetMark enables me to be incredibly efficient, so I am able to focus more attention on my clients and ultimately serve them in a more thoughtful and comprehensive way.
Jay T. Dryden, CFP®
Huntsville, AL—Years with AssetMark: 17
Working with AssetMark for the past 17 years has helped our practice to thrive. Their service is unsurpassed; in many ways it feels like our relationship manager is an extension of our practice. For Vector, they are more than just a vendor, they are a true partner who prioritizes us as advisors.
Vickie Garcia
Chandler, AZ—Years with AssetMark: 10
My relationship with AssetMark is marked by shared goals and commitment to client satisfaction. I appreciate the relationships I have formed at AssetMark and enjoy our joint commitment for prioritizing the clients’ best interests. This has been instrumental in our success.
Adam Kazalski
Lakewood Ranch, FL and Red Bank, NJ—Years with AssetMark: 14
Working with AssetMark has allowed me to scale and grow my practice without sacrificing the client experience. It has allowed me to stay the entrepreneur and visionary of my firm and increase the value and build generational.
Kit Tiell
Bascom, OH—Years with AssetMark: 5
I find working with AssetMark truly rewarding due to their innovative culture where forward-thinking solutions are central. The emphasis on building strong relationships is evident in creating a collaborative and supportive atmosphere. What sets AssetMark apart is their unwavering commitment to client-first thinking, delivering exceptional service and value to clients.
John E. Girouard
Washington, DC—Years with AssetMark: 27
I have worked with AssetMark for two and half decades. I have always been impressed with their innovation and service.
Todd Woodard
Winter Springs, FL—Years with AssetMark: 16
I would say that behind every great wealth management firm is a partner who is as committed to building a great business as we are. For Mosaic Wealth Management Group that has been AssetMark. Time and again we have witnessed their dedication to helping us be the best we can be by delivering best in class investment solutions, technology, practice management and providing settings to help us cross paths with other independent advisors who have a desire to serve clients and deliver the best solutions available.
Rob Messett
Dallas, TX—Years with AssetMark: 17
AssetMark provides a platform of vetted institutional money managers to help make my job of investment manager selection easier. The people of AssetMark provide advisors with not just an investment platform, but also with practice management consulting to help improve efficiencies within our practices.
David L. Burch CLU®, ChFC®
Saint Simons Island, GA—Years with AssetMark: 17
Simply put, AssetMark provides cutting edge investment solutions, on-going education, world class practice management tools and valuable technology.
- The statements herein reflect the views of financial advisors, who use the services of AssetMark, Inc. The opinions are their own and relate to their experience with AssetMark. Each person has not been compensated for their statements.
- This is for informational purposes only, is not a solicitation, and should not be considered investment, legal or tax advice. The information has been drawn from sources believed to be reliable, but its accuracy is not guaranteed, and is subject to change. Investing involves risk, including the possible loss of principal. Past performance does not guarantee future results.