AssetMark supports
financial advisors in their
life's work:
clients thrive

Charles Goldman

A message from our President and CEO, Charles Goldman

For more than 20 years, AssetMark has been dedicated to making a difference in the lives of our advisors and their clients. Right now, we’re facing a truly unprecedented situation as both the country and the world go into full swing to fight the spread of COVID-19. Our hearts go out to those families who have been impacted by the virus, either directly or indirectly. We have been so inspired by stories from advisors about how they’re helping investors stay focused on their goals even in the most uncertain times.


During this difficult period, our commitment to our clients remains steadfast. We have implemented policies and preventative measures to ensure our community stays safe so that we can continue to provide high-quality service during this challenging time.

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Our Strategic Pillars

Advisor Highlight Series

Meet Our Community of Advisors

Our Advisor Highlight Series features the unique insights and successes of financial advisors who use the AssetMark platform. In this series, we sit down with advisors to get their professional views on practice management, industry trends, and what they have learned over the course of their work to help clients reach their personal and financial goals.

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