The Brooks Marcum Group
With over two decades of experience, The Brooks Marcum Group is dedicated to helping clients identify and pursue their financial goals. Each client can feel confident that the strategy we recommend will be aligned with their objectives and designed to help achieve the right balance of risk and return based on their specific passions and wishes. We strive to care for generations of client families and encourage sharing our financial knowledge so that our clients are able to thrive financially for years to come.
Our mission is to understand each client's financial circumstances and life purpose. We are committed to asking the right questions; listening carefully and thoroughly in order to evaluate the information provided. We then design a custom plan of action and recommend a range of strategies to help clients achieve their goals. Working closely, we regularly review portfolios and progress towards specific financial goals with adjustments made as needs evolve.
Our experience and level of care combined with the vast resources and research capabilites of the premier wealth management platform at Merrill, enable us to provide tailored financial strategies to help better navigate challenges and to pursue our client's dreams. We work to help our clients stay on track, regardless of what the markets are doing.
*Any information presented in connection with BofA Global Research is general in nature and is not intended to provide personal investment advice. The information does not take into account the specific investment objectives, financial situation and particular needs of any specific person who may receive it. Investors should understand that statements regarding future prospects may not be realized. BofA Global Research is research produced by BofA Securities, Inc. (“BofAS”) and/or one or more of its affiliates. BofAS is a registered broker-dealer, Member SIPC, and wholly owned subsidiary of Bank of America Corporation. BofA Global Research does and seeks to do business with companies covered in its research reports. As a result, investors should be aware that the firm may have a conflict of interest that could affect the objectivity of this report. Investors should consider this report as only a single factor in making their investment decision.
At The Brooks Marcum Group, we proudly serve extended families and multiple generations now residing in numerous states. While most clients have achieved financial success, they often don't have a cohesive plan for passing along their wealth in ways they find meaningful.
When asked about their lives in initial meetings, clients invariably tell us about their families. And over the years, in subsequent discussions, the same is true. To reflect clients' unwavering focus on their families, we encourage them to put their money where their hearts are.
Our mission is to understand you and your priorities. With that in mind, we discuss topics ranging from choosing the right school, saving for college, creating a special needs trust, caring for aging parents, and more.
CAP®, CFP®, CPFA™, CRPC™
Bringing fresh perspectives to your financial life
The financial decisions you make today can help determine the future you build for yourself and your family. Carving a clear path forward starts with connecting your life and finances. A Merrill advisor provides access to the investing insights of Merrill and banking capabilities of Bank of America to help you make informed decisions as you pursue your goals.
