Making a Difference
At AssetMark, we're dedicated to making a difference in the lives of advisors, their clients, and our shared communities. Our business is built upon deep relationships and trust. And our advisors rely on us to do what is right - always.

Giving back is the right thing to do, which is why we have supported charitable giving for more than 20 years. From toy and backpack drives, to employee volunteer days and matching donations, to our annual Community Inspiration Awards and industry leadership, we strive to make a difference in the lives of others.
Hear AssetMark associates express what our mission of making a difference means to them.
Making a Difference
Making a Difference

In Our Communities

Each year, AssetMark gives associates a volunteer day to give back in a way that is meaningful to them. Many choose to work side-by-side with their colleagues during our annual month of service that provides support to nonprofit organizations including Habitat for Humanity, ARF, Ronald McDonald House, Catholic Charities, Blue Star Moms, as well as local food banks, parks, and schools.

AssetMark’s employee matching program gives associates additional ways to impact the issues that matter to them. In its first year, the program provided matching donations to 92 organizations.

Our corporate charity program started more than 20 years ago with AssetMark's founders who invited business colleagues and friends to give back. This tradition continues today with a holiday toy drive that provides toys, gift cards and necessities to individuals and families.
Making a Difference
The 2019 Community Inspiration Award Honorees

With Our Advisors

Our annual Community Inspiration Awards honor advisors who are making a tremendous impact on their communities through dedicated service. Every year we select a few individuals who are nominated by their peers to be recognized at our annual Gold Forum event. Each advisor's chosen charity is awarded with a financial donation from AssetMark. It is our hope that shining a light on this work inspires others to give back.

View videos featuring the award winners on the AssetMark YouTube channel.

View the press release.

In Our Industry

In 2019, AssetMark Chief Solutions Officer Natalie Wolfsen was elected to the Board of Directors for the Certified Financial Planner Board of Standards, Inc. Natalie is dedicated to advancing the profession of financial planning, promoting uniform standards, and supporting the CFP Board Center goal of improving diversity of all types in this critical profession.

AssetMark’s support of CFP Board Center for Financial Planning was renewed in 2018 with a $250,000 donation to span five years, with the goal of creating a more diverse and sustainable financial planning profession so that every American has access to competent and ethical financial planning. We also collaborate with the Center's Workforce Development Advisory Group to encourage younger and more diverse individuals to consider a career as an independent financial advisor.
Making a Difference

Perspectives and Insights