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Marcum Financial Services President Steven Brett Receives Top Financial Advisor Award from Long Island Business News

DECEMBER 15, 2015 (New York City, NY) –  Steven D. Brett, president of Marcum Financial Services LLC, the financial planning, benefits consulting and brokerage affiliate of accounting firm Marcum LLP, has been honored with a Top Financial Advisor Award from Long Island Business News. Mr. Brett was awarded in the Most Experienced Team category.

LIBN’s Top Financial Advisor Awards recognize the critical role that financial advisors play in the wealth preservation process.

“Our mission is to help our clients achieve their unique goals by managing their assets, preserving their wealth and building their financial legacies,” Mr. Brett said. “We serve our clients using a consultative, team-based approach that examines all aspects of their financial lives. Clients’ individual portfolios are based on their unique situations, attitudes, preferences and goals. They are designed to account for change, both in the market and in their personal circumstances, so that the investments can work with them and for them at every stage of life.”

Mr. Brett assists clients in planning for asset protection, investment and portfolio development, wealth management, college savings, retirement, and legacy development. His clients include high net-worth individuals and families, including families of individuals with disabilities, business owners, and foundations.

Under Mr. Brett’s leadership, Marcum Financial Services has implemented a comprehensive wealth management approach for its clients that extends well beyond portfolio management. This includes a robust corporate benefits practice to address the needs of business owners and their firms in the areas of retirement planning and group health insurance. This specialty area focuses on managing what is often one of the largest assets or income sources for the firm’s private clients. In addition, Mr. Brett introduced the Marcum Benefits Marketplace as a single resource for answers and services associated with complying with Affordable Care Act regulations.

“We are constantly striving to address the changing and emerging needs of our high net worth clients, many of whom are owners of closely held businesses. Our role is to help them manage change in a way that preserves their wealth and protects their assets for future generations,” Mr. Brett said.

About Marcum Financial Services
Marcum Financial Services LLC is an independent investment, wealth management and corporate benefits advisory firm providing professional advice, sound risk management, quality products and customized service. Securities are offered exclusively through Raymond James Financial Services, Inc., member FINRA/SIPC.

About Marcum LLP
Marcum LLP is one of the largest independent public accounting and advisory services firms in the nation, with offices in major business markets throughout the U.S., Grand Cayman and China. Headquartered in New York City, Marcum provides a full spectrum of traditional tax, accounting and assurance services; advisory, valuation and litigation support; and an extensive range of specialty and niche industry practices. The Firm serves both privately held and publicly traded companies, as well as high net worth individuals, private equity and hedge funds, with a focus on middle-market companies and closely held family businesses.  Marcum is a member of the Marcum Group, an organization providing a comprehensive array of professional services. For more information, visit www.marcumllp.com.

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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.

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Securities offered through Raymond James Financial Services, Inc. Member FINRA / SIPC

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