Marcum Wealth CIO Michael McKeown talks enhancing client relationships with investment advice in new interview with Ohio Society of CPAs

Excerpt:

Investing is as easy as finding an app on your phone, but CPAs have an opportunity to add value to client relationships when they can offer investment advice.

“We’re in a world where everybody is an investor,” said Michael McKeown, CPA, chief investment officer at Marcum Wealth.

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