Benefit Planning Solutions Tailored to your Business

Marcum Financial Services, through its Corporate Benefits Group, provides innovative and comprehensive employee benefit services. Our advantage lies in proactive ideas, accessibility, flexibility and, most of all, personal service.

Many competitors sell insurance products with either no support services or charge additional fees. Marcum Financial Services offers competitive core service packages with standard insurance commissions that offset any fees other brokers try to pass on. Employers running lean on staff appreciate the value we bring to their organization.


  • PPACA Financial and Actuarial Modeling
  • Insurance Renewal Review
  • Claim Audit / Performance Benchmarking
  • Healthcare Defined Contribution Strategies and Platforms
  • Consulting and Audit: Section 125,COBRA, HIPAA, PPACA, Retirement
  • Government Compliance Audits
  • Outsourcing Plan Administration/Recordkeeping
  • Form 5500 Preparation
  • Employer-branded Private Exchange
  • Online HR/Benefits Library
  • Plan Document Preparation
  • Corporate Wellness Planning
  • Customized Employee Communications
  • Onsite Open Enrollment Meetings
  • Employee Total Compensation Statements
  • Complex Employee Claim Intervention
  • Health Newsletters
  • Employee Surveys
  • Educational Seminars
  • Employee Resource Locator
  • Executive Financial Planning

In addition to traditional health insurance, we offer a robust lineup of financial products and services to cover our clients through all of life’s stages.

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.


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