Marcum Financial Services LLC Employee Directory

Financial ServicesOhio, United States11-50 Employees

Marcum Wealth is the current name of the firm that was formerly Marcum Financial Services LLC, based in Cleveland, Ohio. As a mid-sized advisory practice, it emphasizes a team-based approach that provides resources, expertise and technology to help clients manage their money toward lifelong and legacy goals through a structured financial planning and investment management process.

Affiliated with the Marcum Group, the company collaborates with professionals in related disciplines to support clients in confidently crossing their financial finish lines. It presents itself as a coordinated team of advisors offering multidisciplinary resources and a customized roadmap to address clients' financial questions. A recent development aligning with branding is the transition to Marcum Wealth, reflecting an expanded advisory platform.

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