Menu
- - About Us
    - - About FineMark
      - Vision, Mission & Values
        Our Vision, Mission & Values
        Our vision, mission and values were created to provide direction for our associates to follow. Designed to reflect the ideals naturally possessed by people who are civic-minded and care deeply about doing what is right, these principles emphasize acting with commitment, compassion, and service in everything we do.
        Learn More
      - Our Commitments
        Our Commitments
        Our vision, mission and values were built on one clear aspiration: to create a company with like-minded individuals—people who share an entrepreneurial spirit and care deeply about doing what is right—that would grow and prosper while remaining agile and dynamic.
        Learn More
      - Why FineMark?
        Why FineMark?
        Exceptional client service is our hallmark. Our advisors are always available to help coordinate the financial aspects of your life in one place, with one team.
        Learn More
      - Leadership
        Leadership
        At FineMark, our vision, mission and values drive everything we do. These principles define our culture and are upheld and exemplified by our executive leadership team and board members every day.
        Learn More
      - Client Testimonials
        
        Meet a few of our clients
        Learn More Here
  - Our Services
    - - Wealth Management
        Wealth Management
        Knowing what brings meaning to your life and understanding why those things have value for you is the first step in effective wealth management. At FineMark, we focus on building authentic, lasting relationships with our clients—a practice that sets us apart.
        Learn More
      - Banking & Lending
        Banking & Lending
        At FineMark, we understand that wealth management involves coordinating all aspects of your financial life and making sure that every component is available in one place, with one team of experts.
        Learn More
      - Investments
        Investments
        At FineMark, we understand that each of our clients is unique and no single investment strategy will work for every investor. That’s why we spend time getting to know you and discovering your goals, values, and charitable preferences.
        Learn More
      - Trust & Estate
        Trust & Estate
        Under the best circumstances, the idea of estate planning can be uncomfortable, stressful and worrisome. That’s why we believe in partnering with our clients as soon as they’re ready—often early in their careers—to help ensure a plan is in place long before it’s needed.
        Learn More
      - Planning
        Planning
        We believe that a strong financial plan provides a solid foundation for our clients to build their financial lives upon.
        Learn More
      - FineMark Sports Management
        FineMark Sports Management
        FineMark Sports Management provides highly personalized business management services to nearly 200 professional athletes.
        Learn More
  - Our Commitments
  - Resources & News
    - - News
        News
        From press releases, quarterly reports, and leader commentary to blogs and recipes from the chef at our headquarters’ kitchen, everything you need to know about FineMark can be found right here.
        Learn More
      - Our Experts’ Perspectives
        Perspective
        Our highly experienced financial professionals are selected for their expertise, civil leadership and commitment to service. Working together as one dedicated team, they help ensure our clients’ financial success.
        Learn More
      - Recipes
        Recipes
        Check out FineMark’s Chefs latest recipes
        Learn More
  - Careers
  - Investor Relations

About FineMark

We’re dedicated to providing our clients with the highest level of service, presenting them with a comprehensive array of banking, trust and investment offerings, and making a positive difference in the communities we serve.

Watch our Culture Video
PPP Resources

The deadline for some small businesses to apply for Paycheck Protection Program (PPP) forgiveness is approaching. Repayment of PPP loans begins this month for early 2020 borrowers who have not yet applied for forgiveness. For information on deadlines and what it required by the Small Business Administration, please visit our resources page.

PPP Resources Page
Our Experts' Perspectives

Our highly experienced financial professionals are selected for their expertise, civil leadership and commitment to service. Working together as one dedicated team, they help ensure our clients’ financial success.

Learn More Here
FineMark’s Focus on Community

Lending Officer, Jessica Dunleavy, spends quality time with her “little” Ashley Logan. After six years of mentorship, Ashley is heading into her senior year of college.

Read Ashley’s Story

FineMark National Bank & Trust

At FineMark, we’re dedicated to providing our clients with the highest level of service, presenting them with a comprehensive array of banking, trust and investment offerings, and making a positive difference in the communities we serve.

Display of Stock market quotes with city lights reflect on glass

2021 Second Quarter Review & Commentary

Posted July 20, by Christopher T. Battifarano

"We know, there are known knowns; there are things we know we know. We also know there are known unknowns; that is to say we know there are some things we do not know. But there are also unknown unknowns- the ones we don't know we don't know." -Donald Rumsfeld...

Learn More Here

A senior couple taking a closer look at their budget in the comfort of their home

What about that IRA?

Posted July 20, by Michael R. Barnes

2021 Q2 Shareholder’s Letter

Posted July 16, by Joseph R. Catti

View the Blog

Our Vision, Mission & Values

Our Commitments

Why FineMark?

Leadership

Meet a few of our clients

Wealth Management

Banking & Lending

Investments

Trust & Estate

Planning

FineMark Sports Management

News

Perspective

Recipes

About FineMark

PPP Resources

Our Experts' Perspectives