Marcum Wealth
Financial ServicesOhio, United States11-50 Employees
Marcum Wealth is a financial services firm based in Cleveland, Ohio. The firm aims to help clients take proactive ownership of their money, providing tools and guidance to support this objective. It offers a multidisciplinary advisory team, a customized financial roadmap, and proven planning and investment management processes designed to help clients pursue lifelong and legacy goals. Within the financial services landscape, the firm emphasizes a disciplined, integrated approach to planning and investment management. In 2023, Marcum Wealth was recognized by USA Today as one of the Best Financial Advisory Firms.