Our Vision, Mission & Values

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.

Our Vision

To make a positive impact on the individuals, families and communities we serve while being good stewards of FineMark’s resources.

Our Mission

To build extraordinary relationships by going above and beyond.

Guiding Principles

Deliver unparalleled and proactive service to our clients

Always do
what is right

Be a positive role model through corporate and individual citizenship

Grow and mentor
from within

Our Values

We’re driven by a set of core values,
which encompass our culture and embody the ideals
that make our organization—and our people—successful.


We’re inspired to do good for our clients, our colleagues and our communities.


We’re loyal to our clients and unfailing in our commitment to go above and beyond for them.


Having fun is an important component of our success. We enjoy what we do, delight in the relationships we make and are committed to enriching the lives of others through teamwork and shared experiences.


We will seek growth opportunities but will never grow at the expense of our culture. While we are humbled by our financial success,
we understand that the true value of any accomplishment will be measured by
our clients’ satisfaction.


We believe in doing the right thing, always,
even when it is difficult to do so. We’re not perfect; when we make a mistake, we admit it and we fix it.

Mutual Respect

We recognize that every person brings unique qualities and perspectives to the table.
We respect each other and understand that when different thoughts, ideas and
opinions are shared, we’re more likely to achieve superior results.


We look for ways to make things happen quickly and effectively. We anticipate our clients’ needs and respond immediately.


Keeping one’s word is crucial in our business. We want our clients and colleagues to know we are dependable; when we say we’re going to do something, we do it.


We strive to create and maintain a stable environment for our clients and colleagues. We’ve built our business on a foundation that is robust, consistent and sound.