Patricia E. Small

About Patricia

Patricia is a financial advisor with Marcum Wealth and a Director in Tax and Business Services at Marcum LLP. She is a CPA with over 35 years of tax experience working with individuals and families. She focuses on a holistic approach to help her clients create financial plans that consider financial, tax, retirement and estate planning goals. Patricia is a firm believer in incremental change and embraces the idea that small changes make impactful differences over time.