With our use of a fiduciary and planning-approach, Marcum Wealth was founded on the belief that there is a better way to provide comprehensive financial advice.

For over 16 years, we have been providing our knowledge and guidance to deliver excellent service to our clients and make them effective CEOs of their money. The problems and challenges we help our clients overcome, have become milestones for us. These awards are dedicated to our mission-focused team and to the clients’ lives that we strive to improve.

Marcum Wealth, LLC (“Marcum”) is not affiliated with the issuer of the ranking and/or recognition shown herein. Neither rankings and/or recognitions by unaffiliated rating services, publications, media, or other organizations, nor the achievement of any professional designation, certification, degree, or license, or any amount of prior experience or success, should be construed by a client or prospective client as a guarantee that he/she will experience a certain level of results if Marcum is engaged, or continues to be engaged, to provide investment advisory services.

Rankings published by magazines, and others, generally base their selections exclusively on information prepared and/or submitted by the recognized adviser. Marcum did not pay a fee to be included on any such ranking. No ranking or recognition should be construed as a current or past endorsement of Marcum by any of its clients.

For each award/recognition listed below, Marcum Wealth completed a survey to be considered for and awarded the recognition. These rankings and awards are not representative of any one client’s experience and is not indicative of our firm’s future performance. Rankings are generally limited to participating advisers. The preparation of the third-party rating is structured to make it equally easy for a participant to provide favorable and unfavorable responses, and is not designed or prepared to produce any predetermined result. These ratings were tabulated by third parties on behalf of the unaffiliated rating services, publications, media, or other organizations.

Wendy Eldridge Named a 2022 NAPA Top Women Advisor “Captain”

Wendy Eldridge, Managing Director and Partner of Retirement Plan Services, was named a 2022 NAPA Top Women Advisor “Captain”, a list compiled by the National Association of Plan Advisors (NAPA).


Marcum Wealth Named as a Top DC Advisor Team for 2021

This prestigious honor highlights the nation's leading retirement plan advisor firms. The program acknowledges teams broadly defined as being in a single physical location and having at least $100 million in Defined Contribution assets under advisement.


Marcum Wealth Receives Citywire Ria’s ’50 Growers’ Award for 2021

Citywire RIA is a biweekly magazine for investment decision-makers at registered investment advisory firms. The award combines percentage growth in AUM (assets under management), number of employees over the past three years and interviews with firms across the U.S.


Marcum Wealth Named a 2021 Weatherhead 100 Winner

The Weatherhead 100 awards recognize the fastest growing companies in Northeast Ohio. The program represents Case Western Reserve's mission to develop transformational ideas and outstanding leaders for the advancement of business and society.  Marcum Wealth is a national Registered Investment Advisory firm specializing in both family wealth management and business consulting services. The firm was founded in Cleveland in 2006.


Shaun Cox Named a 2022 NAPA Top Retirement Advisor Under 40

Shaun Cox, senior client manager and investment specialist, was named a 2022 Ace on the annual Top 100 Retirement Plan Advisors Under 40 list compiled by the National Association of Plan Advisors (NAPA). The prestigious list is vetted by a blue-ribbon panel of senior advisor industry experts based on a combination of quantitative and qualitative data and a broker-check review. These "Aces" are widely seen as the future leaders of the retirement plan advisor industry, according to NAPA.