Marcum Wealth is an affiliate of the Marcum Group, a national accounting and advisory services firm. It operates as a Registered Investment Advisor (RIA) dedicated to offering personalized financial planning, investment management, retirement planning, and family office services. Their mission is to help clients achieve their financial goals through a disciplined and integrated approach, leveraging the broader resources and expertise of the Marcum network to provide holistic financial solutions.

Founded in

United States