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- - 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.
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      - 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.
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      - 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.
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      - 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.
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      - Client Testimonials
        Meet a few of our clients
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      - Meet Our Associates
  - 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.
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      - 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.
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      - Investment Services
        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.
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      - 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.
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      - Financial Planning
        Planning
        We believe that a strong financial plan provides a solid foundation for our clients to build their financial lives upon.
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      - Sports Management
        FineMark Sports Management
        FineMark Sports Management provides highly personalized business management services to nearly 200 professional athletes.
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  - 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.
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      - 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.
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      - Resource Videos
        Resource Videos
        In our video resource library, you will find detailed instructions on how to access and navigate your online accounts, and customize your banking platform to best suit your needs.
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      - Recipes
        Recipes
        Check out FineMark’s Chefs latest recipes
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      - FineMark Radio
        FineMark Radio
        Money stories, market commentary, business interviews and more from FineMark National Bank & Trust.
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  - Careers
  - Investor Relations

Individual Retirement Accounts (IRAs)

Individual Retirement Accounts (IRAs) are tax-advantaged savings accounts that allow individuals to save for retirement. Unlike a regular savings account, an IRA allows you to grow your retirement savings while receiving certain tax advantages and/or deferments. Our IRA options include:

Traditional IRA — A tax-advantaged personal savings account where contributions may be tax deductible.

Roth IRA — A tax-advantaged personal savings account where contributions aren’t deductible but qualified distributions may be tax free.

IRAs are designed for long-term saving, therefore, certain restrictions, tax implications, and eligibility requirements may apply. To find the IRA that’s right for you, please speak with an associate. We’re always happy to help!