At Marcum Wealth, our mission is to provide you with the tools, resources, and technology to help you become an effective “CEO of your money”™.

As your team of advisors for your financial answers, we can provide the multidisciplined resources, the customized roadmap and the time-tested financial planning and investment management processes to assist you in reaching your life-long and legacy goals. We collaborate with leaders in complementary disciplines across the Marcum affiliates to strategically support you in crossing your financial finish lines.

Investment Management

Marcum Wealth

Todd Healy

Pete Hoffmann

Charles D. Moore

Jack Rohde

Kevin Pietrzyk

Leeann L. Schultz

Alynne D. Zielinski

Cj Schur

Bob Coode

Charlie Hoffmann

Christopher D. Bart

Email Bob

Jim Butler

Matthew J. Reghetti

Perry D. Reghetti

Steven Brett

Jack R.

Leadership Team

Client Services Team

Financial Services Team

Managing Directors

Operational Team

Teams at Marcum Wealth

Leadership Team

Client Services Team

Financial Services Team

Managing Directors

Operational Team