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    Individual Advanced Planning
    Asset Protection and Preservation

    We provide a wide array of quality insurance alternatives for your family and your business. Read More >>

    Longevity Insurance

    When it comes to long-term planning, certain investments let you save on a tax-deferred basis. Read More >>

    Life Insurance

    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. Read More >>

    Long-Term Care Insurance (LTCI)

    The risk of contracting a chronic debilitating illness is considered by many to be one type of risk best passed on to an insurance company through the purchase of a LTCI policy. Read More >>

    Personal Financial Management

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

    Wealth Management

    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. Read More >>

    Wealth Enhancement

    Estate planning is a process designed to help you manage and preserve your assets while you are alive, and to conserve and control their distribution after your death according to your goals and objectives. Read More >>

    Corporate Benefits Group
    Employee Benefit Plans

    Marcum Financial Services Corporate Benefits Group offers innovative and comprehensive employee benefit services for mid- and large businesses. Our advantage lies in proactive ideas, accessibility, flexibility and, most of all, personal service.
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    Health and Welfare Services

    Marcum Financial Services Corporate Benefits Group offers a range of core services as well as fee-based services.Read More >>

    Individual Retirement Planning
    Retirement Income Planning

    The key to a financially independent retirement is proper planning. Planning for retirement is an ongoing process.   Read More >>

     
     
MANAGEMENT
 
ABOUT US

Tim Neuville
Senior Director
Marcum Financial Services LLC

Financial Advisor
Raymond James Financial Services

1920 Main Street, Suite 950
Irvine, CA 92614
Phone: 949.236.5646
Email: tim.neuville@marcumfs.com

Areas of Expertise
Asset Protection Planning
Wealth Management
Estate and Legacy Planning
Insurance Planning
Retirement Planning
Investment Planning

Key Clients
High Net-Worth Individuals & Families
Business Owners
Corporate Executives
Corporate Retirement Plans

Check the background of this investment professional on
FINRA's BrokerCheck

Tim Neuville is a Senior Director in the Private Client Group of the California operations of Marcum Financial Services, LLC (MFS). Prior to joining MFS, LLC, Tim was the founder and president of Epic Wealth Planning, based in Irvine.

Mr. Neuville has been involved in the financial services industry for over 25 years. He began his career as a retail banker with U.S. Bancorp in Portland, Oregon. He became a Registered Representative and a licensed insurance agent for life insurance, disability, and long term care insurance. In order to better specialize in investments and financial planning, he earned the industry designations of Charted Financial Consultant (ChFC®), Chartered Life Underwriter (CLU®) and Certified Financial Planner™.

Mr. Neuville provides wealth management for affluent individuals, including investment consulting, wealth enhancement, estate transfer, asset protection and charitable giving. He works on a team approach with his clients legal, tax and insurance advisors.

Mr. Neuville is an adjunct professor at the University of California Irvine (UCI) where he teaches classes on risk management, retirement planning and employee benefits. He has been a frequent keynote speaker on financial planning and investment management for organizations and Fortune 500 companies and has appeared on Headline Business News Update. He recently authored "Health and Wealth. A 5 Step Process for Successful Retired Women'.

Professional & Civic Affiliations
Financial Planning Association of Orange County, Member
Financial Services Institute, Inc., Member
Orange County Chapter of Society of Financial Service Professionals,
Past President
University of California, Irvine Personal Financial Planning Certificate program, Advisory Board Member
University of California, Irvine Personal Financial Planning Certificate program, Adjunct Professor
El Toro Mountain Biking Team, Director
Santiago de Compstella Catholic Church, Former Finance Board Member

Education
Bachelor of Science in Business
Administration
Southern Oregon State University

Accreditations & Designations
Charted Financial Consultant (ChFC®)
Chartered Life Underwriter (CLU®)
Certified Financial Planner™

Securities offered through Raymond James Financial Services, Inc., Member FINRA/SIPC. Marcum Financial Services LLC, Marcum Group and Marcum LLP are not registered broker/dealers and are independent of Raymond James Financial Services, Inc. Investment advisory services offered through Raymond James Financial Services Advisors, Inc.

Certified Financial Planner Board of Standards Inc. owns the certification marks CFP(R), CERTIFIED FINANCIAL PLANNER(tm) and federally registered CFP (with flame design) in the U.S.

 

Check the background of this firm on FINRA's BrokerCheck

ABOUT RAYMOND JAMES LOCATIONS
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 Firm

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

Investment advisory services at the New Haven, CT office are offered through Raymond James Financial Services Advisors, Inc.

NEW YORK, NY
750 3rd Avenue, 11th Floor
New York, NY 10017

MELVILLE, NY
10 Melville Park Road
Melville, NY 11747
ROSELAND, NJ
105 Eisenhower Pkwy, Suite 301
Roseland, NJ 07068

WEST PALM BEACH, FL
525 Okeechobee Blvd, Suite 750
West Palm Beach, FL 33401
PHILADELPHIA, PA
1600 Market Street, 32nd Floor
Philadelphia, PA 19103

NEW HAVEN, CT
555 Long Wharf Drive, 12th Floor
New Haven, CT 06511
DEERFIELD, IL
9 Parkway North, Suite 200
Deerfield, IL 60015
IRVINE, CA
1920 Main Street, Suite 950
Irvine, CA 92614
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