• We serve as your financial hub, heading up a team of trusted advisors, including wealth, tax and legal, to support the future of your business and your employees.
  • As part of the Marcum Group, we collaborate with diverse experts, including a deep bench of tax and accounting experts, to provide you with cohesive, multidisciplined and customized retirement plan solutions that mitigate fiduciary risk, reduce costs and minimize the administrative burden.
  • We also provide guidance to your employees to help them improve their financial wellness and retirement readiness.
  • As your retirement plan services advisor, we work with you to understand and simplify the complexities of your situation to help you clearly address your multifaceted goals.
  • We provide process management, industry knowledge and regulatory governance to help you confidently maintain your 401(k) liability.
  • Our unbiased agenda is to do right by you and your business. As your fidicuary, we put your interests and goals, and those of your business, first.
  • We educate you every step of the way to support you in making informed decisions.
  • We aim to be your first call, your primary resource for answers on all aspects of your business world. If we do not have the answer, we have the curiosity and resources to find it.