Business Owner

We serve as your financial hub, heading up a team of advisors, including wealth, tax and legal specialists, to support your future – the future of your business and your family.
Our wealth management consultancy proactively collaborates with specialists in complementary disciplines across the Marcum affiliates so we can comprehensively address your business and personal financial dynamics.
Serving as your business consultant, we work with you to understand and simplify the complexities of your financial situation, applying financial planning to your business so we can integrate tax planning, estate planning, business succession and your personal financial planning into our investment advice and solutions. We ask, “Where are you going?”

We base all advice on this customized financial plan, using it, along with time-tested processes, to create investment solutions and strategies that are in your best interest.
Our unbiased agenda is to do right by you and your business. As your fiduciary, we put your interests and goals, and those of your business, first.
We can educate you every step of the way on all facets of finances to support you in making informed decisions.
We aim to be your first call, your primary resource for answers on all aspects of your financial world. If we do not have the answer, we have the curiosity and resources to find it.

Investment advice and solutions for where you’re going.