Get Started

    Help Your Investors Meet Their Goals

    Deliver a roadmap to your investors’ desired future through financial planning.

    Request a Consultation

    AssetMark’s Financial Planning Support

    Market volatility, investor anxiety, fear of missing out—help your investors identify and meet their goals as their circumstances evolve and change.

    chart-person

    Data-Based Planning

    Use bank, investment, loan, and financial account data to inform your client’s financial plan.
    pie chart

    Contingency Planning

    Evaluate the impact of external events and life changes on your client’s financial plan.
    map

    Detailed and Actionable

    Whatever your client’s goals—home ownership, early retirement, debt repayment—show them how to get there.
    man in grey suit
    Goals-Based Planning

    Clarify Your Clients’ Futures

    Use AssetMark’s financial planning solutions to keep your clients on track to meet their goals. Successful wealth management requires careful planning, steady measurement against progress, and commitment to your clients’ goals despite their short-term fears. The financial planning solutions we provide—such as Voyant, WealthBuilder, and MoneyGuide—will ensure you help them stay on track.

    man and woman having coffee and talking
    Client Engagement

    Meet the Demand

    Clients expect their financial advisors to support them through financial planning services. Providing these digital experiences is key to attracting a wider client base and engaging with your existing clients. With AssetMark, you’ll gain access to digital financial planning services that can inspire your clients.

    11 Hours saved per week when outsourcing primarily with AssetMark
    90 % Experience growth in total assets when outsourcing 50%+ of assets
    89 % Report that outsourcing improved their client relationships

    Outsourcing to a third-party asset management platform can feel like a big change. That’s why we studied the outcomes of advisors who switched to outsourcing—so you can see the value of outsourcing for you and your clients.

    CHECK OUT THE STUDY
    man using post it notes
    Why AssetMark

    We Put Your Clients First

    You act as a steward to your investors’ financial futures. As a financial advisor, why shouldn’t you expect the same from the firms you do business with? With AssetMark, you’ll gain an ally that’s just as invested in your clients’ futures as you are. Whether it’s through education, financial planning, or administrative support, we’ll work hard to take good care of you and your clients.

    Request a Consultation

    Recent Insights

    Investment Management
    July 9, 2025

    Big Tech’s Big Bang Recovery Drives U.S. Stocks to New Highs in Q2 2025

    So, how did the markets really do in the second quarter? And what should you keep an eye on next? Let’s take a closer look beyond the numbers at what drove the markets this...
    Featured
    July 9, 2025

    2025 Midyear Market Outlook: CIO’s 3 Key Investor Themes to Watch

    The first half of 2025 is in the books. While it may not have played out exactly as we envisioned, equity markets are roughly where we expected them to be. The S&P 500 has...
    Client Relationships
    July 8, 2025

    Why SBLOC Belongs in Every Advisor’s Toolkit

    As a financial advisor, you’re often expected to be a guide through every phase of your clients’ financial lives. Whether it’s a large tax bill, tuition, or a real estate...