M Financial Group
Marcum Wealth
Portland, OR | mfin.com
Cleveland, OH | marcumwealth.com
KEY CONTACT(S)
KEY CONTACT(S)
Shelley Sievers | 503.238.1621 | shelley.sievers@mfin.com Valerie Pimenta | 503.238.1621 | valerie.pimenta@mfin.com
Wendy Eldridge | 440.459.5915 | wendy.eldridge@marcumwealth.com Eric Wulff | 440.459.5905 | eric.wulff@marcumwealth.com
FIRM PROFILE
FIRM PROFILE
With 149 Member Firms in 35 states and the United Kingdom, M Financial Group is one of the nation’s leading financial services design and distribution companies. Since 1978, M’s network of independent insurance, investment, and executive benefit firms has served the needs of high net worth individuals, corporate executives, successful entrepreneurs, and Fortune 1000 companies. For more information, visit mfin.com.
Marcum Wealth’s mission is to be your one-stop team of trusted advisors for your financial answers. As part of the Marcum Group, our wealth advisors strategize with a deep team of experts in complementary disciplines to address your financial dynamics. We provide the multidisciplined resources, the customized roadmap and the time-tested financial planning and investment management processes to empower you in reaching your life-long and legacy goals.
PRIMARY MARKET(S) SERVED
PRIMARY MARKET(S) SERVED
OPTIONS AVAILABLE
OPTIONS AVAILABLE
• Preferred Provider Program
• Benchmarking Tools
• Retirement Sales Desk Representative
• Participant Advice/Participant Services
• Business Development Consultants
• Allows Fiduciary Declaration 3(21)/3(38)
• Recruiter for Retirement Plan Advisors
• Plan Sponsor Fiduciary Training
• 3rd Party Vendor Analysis Tool
• Stable Value Analysis
• Other Tools • Benchmarking Tools • Participant Advice/Participant Services
NAPA FIRM PARTNERS
Broker-Dealers & RIAs
69
HOME OFFICE EMPLOYEES SUPPORTING THE BUSINESS 35
• CRM/Data Aggregation • Internal Rollover Program • Allows Fiduciary Declaration 3(21)/3(38) • Custom Risk Based/Target Date Models
HOME OFFICE EMPLOYEES SUPPORTING THE BUSINESS 49
NAPA BLACK BOOK 2021