We’re excited to share Michael McKeown, CFA, CPA has been featured in WealthManagement.com's 2024 Midyear Outlook! Check out his article, “Centralization: The Key to Knowledge Sharing and Growth in Advisory Firms,” here: https://hubs.li/Q02M5NWS0 #WealthManagement.com #MarketOutlook #WealthManagementMagazine #MarcumWealth
Marcum Wealth
Financial Services
Cleveland, Ohio 1,070 followers
Our mission is to provide you with the tools and resources to help you become an effective “CEO of your money”™.
About us
At Marcum Wealth, our mission is to provide you with the tools, resources, and technology to help you become an effective “CEO of your money”™. As your team of advisors for your financial answers, we can provide the multidisciplined resources, the customized roadmap and the time-tested financial planning and investment management processes to assist you in reaching your life-long and legacy goals. We collaborate with leaders in complementary disciplines across the Marcum affiliates to strategically support you in crossing your financial finish lines.
- Website
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http://www.marcumwealth.com
External link for Marcum Wealth
- Industry
- Financial Services
- Company size
- 51-200 employees
- Headquarters
- Cleveland, Ohio
- Type
- Privately Held
- Founded
- 2006
- Specialties
- Family Wealth Management, Wealth Management, Plan Sponsor, Retirement Planning, Retirement Plan Services, 401(k), Financial Planning, and Investment Planning
Locations
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Primary
6685 Beta Dr
Cleveland, Ohio 44143, US
Employees at Marcum Wealth
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Alynne Zielinski, MBA, CFP®, CDFA®
Director of Financial Planning at Marcum Wealth
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Louis Trivisonno
Financial Advisor at Aurum Wealth Management is now Marcum Wealth
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Zachary Williams
Financial Advisor & Education Specialist at Marcum Wealth
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Chuck Moore
Managing Director, Partner at Marcum Wealth
Updates
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📅✏️ Have you registered for our 2024 Plan to Make It Happen webinar series? Whether you are interested in learning more about budgeting, employee benefits, or estate planning basics, we cover essential aspects of financial planning for everyone. Sign up now: https://hubs.li/Q02LV5k_0 #MarcumWealth #PlantoMakeItHappen™ #AskMarcum
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Inflation over the past year rose 2.9%, but the cumulative impact since 2020 has been difficult for households to handle. Despite wages rising faster than prices, the lack of gains after inflation is weighing on consumers. Read more of the latest Market Update by Michael McKeown, CFA, CPA, Chief Investment Officer: https://hubs.li/Q02Lv_m20 #MarcumWealth #AskMarcum
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As part of our #PlantoMakeItHappen series, Zachary Williams, RICP®, will discuss budgeting and debt management on Tuesday, August 20. He’ll share some of his best #moneymanagement tips around: • Budgeting: Get started on creating and tracking your spending plan. • Debt: The most common paths to tackling debt. • Credit: Key factors to maintain your credit and credit scores. Sign up now: https://hubs.li/Q02L6dDY0 #MarcumWealth #AskMarcum
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Check out our very own Eric Wulff, CEPA, on Michael Kitces' Financial Advisor Success Podcast! #MarcumWealth #MarcumEverywhere #FASuccess
My guest on Ep398 of #FASuccess podcast is Eric Wulff, CEPA, CEO of Marcum Wealth, an RIA based in Cleveland, Ohio, that oversees $2.5 billion in assets under management for approximately 2,700 client households. He shares how he has built Marcum Wealth into a multi-billion-dollar firm under the umbrella of a national accounting firm, in large part by cultivating mutually beneficial relationships with the firm's internal CPAs to get them comfortable providing referrals of their accounting clients to his financial planning business. https://bit.ly/3WC9x3Y
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Although we are in the heart of summer, we are not talking golf today. The dictionary defines today’s title as “an average or normal amount; just what one might expect.” Volatility in the stock market is what we investors expect. As of Monday, the market is down 9% from its previous high watermark. This was a rapid drop, but not unheard of if you have been investing for any length of time. Read more, written by Michael McKeown, CFA, CPA, Chief Investment Officer: https://hubs.li/Q02KCvyH0 #MarcumWealth #AskMarcum
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⛳ Zach Williams had a great time participating in the Eastern Lake County Chamber of Commerce's Annual Golf Outing, where Marcum Wealth was a sponsor! #MarcumWealth #MarcumEverywhere
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Join Zachary Williams, RICP®, for an insightful conversation around #budgeting and #debtmanagement on Tuesday, August 20. He’ll share some of his best money management tips to help you reach your financial goals. Learn about: • Budgeting: Get started on creating and tracking your spending plan. • Debt: The most common paths to tackling debt. • Credit: Key factors to maintain your credit and credit scores. Register now: https://hubs.li/Q02KcBpn0 #MarcumWealth #PlantoMakeItHappen™ #AskMarcum
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Large cap stocks have led markets higher over the past decade, but that may be starting to change. Academic research showed that small companies had a return premium over large caps for 80 years until 2010. With a lower sector weighting in technology, interest rate costs up, and lower profit margins, small caps could not keep up with larger peers. But, in July, we witnessed a reversal of this trend. Read more of the latest Market Update by Michael McKeown, CFA, CPA, Chief Investment Officer: https://hubs.li/Q02J3bZS0 #MarcumWealth #AskMarcum
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Congratulations to Jack Rohde on being promoted to Portfolio Specialist! #MarcumWealth #MarcumEverywhere
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