At Marcum Wealth, our mission is to provide you with the resources, expertise and technology to help you become an effective CEO of your money.
As your one-stop team of advisors for your financial answers, we provide the multidisciplined resources, the customized roadmap and the time-tested financial planning and investment management processes to empower you in reaching your life-long and legacy goals. Affiliated with the Marcum Group, we collaborate with experts in complementary disciplines to strategically support you in confidently crossing your financial finish lines.
What Defines Us
To be your one-stop team of trusted advisors for your financial answers.
What We Provide
We provide the multidisciplined resources and robust roadmap to guide you in successfully crossing your financial finish lines.
How We're Doing It
Through a cohesive, time-tested process, we help you confidently uncover, prioritize and meet your short- and long-term milestones.
Why We're Different
As part of the Marcum Group, our wealth advisors strategize with a deep team of experts in complementary disciplines to address your financial dynamics.
What's Our Experience
For decades we have been a financial hub for individuals and businesses, empowering them to reach their multifaceted life-long and legacy goals.
The Marcum Group
As part of the Marcum Group, we provide a comprehensive range of professional services spanning accounting and advisory, technology solutions, wealth management, and executive and professional recruiting.