Awards

With our use of a fiduciary and planning-approach, Marcum Wealth was founded on the belief that there is a better way to provide comprehensive financial advice.

For over 18 years, we have been providing our knowledge and guidance to deliver excellent service to our clients and make them effective “CEOs of their money”™. The problems and challenges we help our clients overcome, have become milestones for us. These awards are dedicated to our mission-focused team and to the clients’ lives that we strive to improve.

Marcum Wealth, LLC (“Marcum”) is not affiliated with the issuer of the ranking and/or recognition shown herein. Neither rankings and/or recognitions by unaffiliated rating services, publications, media, or other organizations, nor the achievement of any professional designation, certification, degree, or license, or any amount of prior experience or success, should be construed by a client or prospective client as a guarantee that he/she will experience a certain level of results if Marcum is engaged, or continues to be engaged, to provide investment advisory services.

Rankings published by magazines, and others, generally base their selections exclusively on information prepared and/or submitted by the recognized adviser. Marcum did not pay a fee to be included on any such ranking. No ranking or recognition should be construed as a current or past endorsement of Marcum by any of its clients.

For each award/recognition listed below, Marcum Wealth completed a survey to be considered for and awarded the recognition. These rankings and awards are not representative of any one client’s experience and is not indicative of our firm’s future performance. Rankings are generally limited to participating advisers. The preparation of the third-party rating is structured to make it equally easy for a participant to provide favorable and unfavorable responses, and is not designed or prepared to produce any predetermined result. These ratings were tabulated by third parties on behalf of the unaffiliated rating services, publications, media, or other organizations.