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Marcum Financial Services
Client Solutions

Private Client Group

Personal Financial Management

Marcum's Personal Financial Management group is focused on your total financial wellness.

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Goal Planning

No matter where you are in life, you have probably thought about what you might like to do with your future. Achieving your vision for the future requires planning.

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Estate Planning

Estate planning means much more than simply drawing up a will. It means establishing an integrated plan designed to safeguard your estate, future generations and those you love

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Strategies for Maximizing Social Security Income

Within your retirement income plan, Social Security retirement benefits should be considered a critical asset alongside other sources of reliable income.

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Wealth Tracking

Marcum Financial Services provides a 360-degree view of all assets and liabilities regardless of where they hold them or who manages them.

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Wealth Management

Legacy Planning is a process designed to help you manage and preserve your assets while you are alive.

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Risk Management

Life Insurance and Liability Insurance Review

Your life insurance needs will depend on a number of factors, including the size of your family, the nature of your financial obligations, your career stage and your goals.

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Long-Term Care Insurance (LTCI)

The risk of contracting a chronic debilitating illness (and the resulting catastrophic medical bills incurred) is considered by many to be one type of risk best passed on to an insurance company through the purchase of a LTCI policy.

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Asset Protection and Preservation

Marcum Financial Services provides a wide array of quality insurance alternatives that can offer an important layer of safety for you, your family and your business.

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Retirement Planning

Retirement Planning

Planning for retirement is an ongoing process. Through a collaborative process, the experienced staff at Marcum Financial Services works with you to analyze your risks, address key decisions, and build a plan that reflects your future financial needs.

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Raymond James financial advisors may only conduct business with residents of the states and/or jurisdictions for which they are properly registered. Therefore, a response to a request for information may be delayed. Please note that not all of the investments and services mentioned are available in every state. Investors outside of the United States are subject to securities and tax regulations within their applicable jurisdictions that are not addressed on this site. Contact your local Raymond James office for information and availability.

Marcum Financial Services, An Independent Practice

Marcum Financial Services is not a registered broker/dealer and is independent of Raymond James Financial Services, Inc. Member FINRA / SIPC. Investment Advisory Services offered through Raymond James Financial Services Advisors, Inc. and Marcum Financial Services, LLC.


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