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.

Quick Facts about Marcum Wealth

Founded in 2006
Headquartered in Cleveland, Ohio with offices throughout the Marcum Group footprint nationally
SEC-registered investment adviser (RIA) [see our form ADV here]
As of January 26, 2021, Marcum Wealth manages approximately $1,285,111,195 in assets on a discretionary basis and $7,341,024 on a non-discretionary basis on behalf of approximately 1,629 clients. In addition, as of December 31, 2020, Marcum Wealth provides ongoing consulting to company- sponsored employee retirement plans in excess of $398 million.

What Defines Us

Our Mission

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.