Why I Partner with AssetMark

A dedicated platform behind your plan

As an independent RIA, I’m free to choose the partners and platforms that best serve my clients—not a brokerage firm’s priorities. I chose to partner with AssetMark because they provide a robust, institutional-quality platform that allows me to stay focused on what matters most: understanding your goals, managing risk through cycles, and helping you make wise decisions with your retirement assets.

AssetMark provides the technology, research, investment solutions, and operational support behind the scenes so that our work together can be more transparent, more efficient, and more focused on your long-term results.

Who Is AssetMark?

AssetMark is a wealth management and investment platform that works with independent advisors like me. They do not compete for your business directly. Instead, they provide the infrastructure that supports our work together, including:

  • Access to a range of professionally managed investment strategies
  • Due diligence, research, and risk monitoring across managers and models
  • A modern technology platform for reporting and account access
  • Back-office support that helps keep your accounts running smoothly

Think of AssetMark as the research engine and operational backbone behind your plan, while I remain your advisor, guide, and primary point of contact.

Why I Chose AssetMark as a Partner

There are many platforms I could have chosen. I selected AssetMark because they align with how I believe retirement assets should be managed— especially in an environment of stretched valuations and elevated risks.

What matters to me, and to my clients, includes:

  • Depth of research and due diligence on the strategies we use
  • Risk management tools for navigating different market cycles
  • A robust selection of strategies across risk levels and styles
  • A responsive service team when changes or requests arise
  • A platform that supports independent, fiduciary-focused advice

This partnership allows me to devote more time to planning, communication, and coaching—while leveraging AssetMark’s resources for implementation, monitoring, and reporting.

What This Partnership Means for You

Aligned Incentives

You work with an independent advisor whose recommendations are made in your best interest, using a platform designed to support fiduciary advisors—not push proprietary products.

Diverse Investment Options

We can select from a broad range of professionally designed portfolios and strategies, including risk-managed approaches that can adapt to changing market conditions.

Professional Oversight

AssetMark’s research and oversight teams monitor managers and strategies on an ongoing basis, while I focus on how those choices align with your personal plan and risk tolerance.

Modern Technology & Reporting

You benefit from clear statements, performance reporting, and online access that help you see where you stand and how your plan is progressing through different market cycles.

Operational Support

Behind the scenes, AssetMark provides the operational and administrative support that helps keep your accounts, transfers, and updates running smoothly.

More Time for You

With a strong platform handling the infrastructure, I can spend more of my time where it matters most—coaching you through decisions and helping you stay on track.

Your Advisor, Your Platform, Your Team

It’s important to understand how the roles are divided and how they work together on your behalf:

  • Bailey Financial Services (BaileyFS)
    I serve as your investment advisor, planner, and guide. I get to know you, design your strategy, help you navigate market cycles, and remain your primary point of contact.
  • AssetMark
    AssetMark provides the platform, investment strategies, research, and operational support we use to implement your plan. They supply the infrastructure and services that support your accounts.

Together, this creates a two-layer approach: personalized, independent advice backed by a scalable, professional platform.

Let’s Talk About How This Structure Supports Your Plan

If you’d like to understand more about how the BaileyFS + AssetMark relationship works for your accounts—or to review whether your current plan is aligned with today’s market realities—we can walk through it together in plain language.

Schedule a Conversation