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Marcum Financial Services
Firm Profile

Overview

 

Marcum Financial Services was founded in late 2009 by combining the expertise of several professionals and firms with extensive investment, financial and business experiences. The combination of diverse backgrounds is pulled together by a shared set of values and a common approach to client service.

At Marcum Financial Services our mission is to help our clients achieve their own unique goals by managing their assets, preserving their wealth and building their financial legacies. We serve our clients using a consultative, team-based approach that examines all aspects of their financial lives. We put our clients' interests above our own or those of our firm. Our objective as an organization is to make a direct financial impact on the lives of our clients and accomplish our mission profitably, while giving back to our community.

At Marcum Financial Services we strive to meet and exceed our clients' expectations. We make these commitments to each of our clients: protect their privacy and confidentiality, adhere to a disciplined investment process, provide objective and client-centered recommendations and give regular and effective communication.

As independent professional advisors, we offer a personalized financial strategy, not a generic investment program. Your individual portfolio will be based on your unique situation, your attitudes, preferences and goals. It will be designed to account for change, both in the market and in your circumstances, so that it can work with you and for you at every stage of your life.

We strive to provide value that exceeds the perceived cost to our clients and shareholders.

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Marcum Financial's Core Values

INTEGRITY

We believe that absolute honesty with our clients, vendors, partners and each other is the only option. It is essential to maintain transparency in relationships and no other standard is acceptable.

SERVICE-ABILITY

When we enter into a client relationship, we will support it fully. We will look for opportunities to exceed our customers' expectations. Their needs will be our first priority. We assume ownership of any problem until it is resolved.

ACCOUNTABILITY

Our clients, family, business partners and associates hold us accountable to meeting their needs.

FLEXIBILITY

We anticipate and welcome change. If it is legal, ethical, moral and profitable then we need to consider how to do it. Unique situations often create the greatest opportunity to make a lasting and meaningful impact.

LOYALTY

Long-term relationships are more important than short-term profit. Our clients, vendors, partners and staff will work together to grow together.

HARMONY

Even the greatest team will have moments of discord that, when resolved, create magnificence. Each of us has a responsibility to work together and resolve disagreements quickly.

COMMUNITY

We will be good citizens of our respective communities by investing our time in projects and organizations outside of the workplace. Each employee will be involved and the company will support those efforts.

PROFITABILITY

We strive to provide value that exceeds the perceived cost to our clients and shareholders.

Raymond James Advantage

The decision to hire a professional financial team should take into account the quality and professionalism of the firm that stands behind them. In choosing to do business with Marcum Financial Services, clients are also doing business with Raymond James. Our team’s relationship with Raymond James benefits clients through the provision of tools and resources to execute our mission to serve clients to the best of our abilities.

The Raymond James culture and its extensive resources enable us to serve our clients effectively with their best interests as our top priority. Raymond James was the first financial services firm to create a Client Bill of Rights and Responsibilities in 1994. Today, our industry has recognized this document as a best practice and many firms have followed its example.

Marcum Financial Services chose to have its professional affiliation with Raymond James for a few simple, yet extremely important reasons:

  • Raymond James provides an individual client focus.
  • Raymond James offers the full resources of a large, multinational financial services company.
  • Raymond James maintains a culture of independence and objectivity.
  • Raymond James practices consistent leadership and independence.

As financial advisors, we are given the flexibility and independence to serve our clients without a corporate "push" of proprietary products. We have access to one of the widest platforms of product choices and account types in our industry. Raymond James is one of the largest financial services firms in the United States with a scale of resources that support a wide array of products and services.

 
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ABOUT RAYMOND JAMES

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.

OFFICES

Headquarters
10 Melville Park Road
Melville, NY 11747

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631.414.4020
info@marcumfs.com

 

CONNECT WITH US

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Marcum LLP, Marcum Technology, Marcum Search, Marcum BP, Marcum RBK (Ireland) are not affiliated with Raymond James.

 
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