Marcum Wealth Named as a Top DC Advisor Team for 2021
Cleveland, OH – Marcum Wealth announced today that it was named as one of the top Defined Contribution-focused practices in the United States for 2021 by the National Association of Plan Advisors (NAPA).
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’s 401(k) team specializes in comprehensive retirement plan services, delivering customized guidance and advice to both plan sponsors and participants. Team members are nationally recognized and authorized to leverage industry knowledge across all facets of an organization’s retirement plan.
“I am honored to come to work every day and do a job that I love with some of the most incredible people in the world. Our team and I will continue to contribute to our clients’ financial security every single day, not just by offering quality retirement plan advice, but also by helping individuals and businesses create a financially secure retirement so they can live out their dreams,” said Wendy Eldridge, a Marcum Wealth managing director and partner who oversees the Firm’s 401(k) team.
For the complete list of 2021 Top DC Advisor Teams, visit httpss://www.napa-net.org.
About Marcum Wealth
Marcum Wealth is a one-stop financial planning and investment advisor providing multidisciplined resources, a customized roadmap and time-tested processes to empower clients to achieve their life-long and legacy goals. Affiliated with the Marcum Group, the firm collaborates with experts in complementary disciplines to support clients in crossing their financial finish lines.
Disclaimer
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.
NAPA Top DC Advisor Teams: This rating is as of December 31, 2021, based upon a survey completed by Marcum Wealth and other participating advisers. 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. The ratings were tabulated by the National Association of Plan Advisors.