Marcum Wealth

Marcum Wealth is a Registered Investment Advisor (RIA). Our services are focused on both family wealth management and business consulting services. For families, we work to develop a clear financial plan that puts you in control of your investments, maximizes your investment opportunities, and delivers an outcome designed to achieve your goals. For corporate clients, we help business owners develop and align their business strategic plans and personal financial plans so they coordinate to grow organizational value along with personal wealth outside the business. For retirement plans, we provide companies and their low cost 401(k) and Cash Balance plans.