MINNEAPOLIS, March 26, 2025 -- Wealth Enhancement, a national independent wealth management firm dedicated to enriching clients' lives, has announced that it will join forces with Marcum Wealth, an independent RIA headquartered in Cleveland, Ohio. The team oversees more than $4.3 billion in client assets and is led by Eric Wulff, Chief Executive Officer. Upon completion of the deal, expected to close in May 2025, Marcum Wealth's client assets will be added to the $107.5 billion Wealth Enhancement currently manages.
Jeff Dekko, Chief Executive Officer of Wealth Enhancement, said, "We are thrilled to partner with Marcum Wealth, a like-minded firm that shares our commitment to providing exceptional wealth management services. The partners' backgrounds within an accounting firm environment makes the team uniquely positioned to deliver advanced planning to complex clients, such as business owners and multi-generational families. We look forward to welcoming the talented and knowledgeable Marcum Wealth team to Wealth Enhancement."
Founded in 2006, Marcum Wealth has operated on the mission to provide tools, resources, and technology to their clients, empowering each client to become the "CEO of your money"™. Marcum Wealth offers comprehensive financial planning and wealth management services for multi-generational families along with exit planning and retirement plan solutions for business owners. In addition to its Cleveland headquarters, the firm has ten additional office locations spanning the Midwest, Mid-Atlantic, New England, and Southeast regions.
Eric Wulff, Chief Executive Officer of Marcum Wealth, said, "Our client's best interests have been at the core of each decision our firm has made, and this rings true with our latest move to join Wealth Enhancement. We believe this partnership will allow us to deliver more value to our clients while continuing to serve them with the personalized, high-touch service they are accustomed to."
Jim Cahn, Chief Strategy Officer of Wealth Enhancement, said, "As we continually strive to help more individuals achieve their financial goals, this partnership will allow us to tap into new markets nationwide, including Marcum Wealth headquarters in Cleveland, Ohio. We're excited to begin this next chapter of growth together."
Berkshire Global Advisors served as exclusive financial advisor to Marcum Wealth on the transaction.
About Wealth Enhancement
Wealth Enhancement is an independent wealth management firm with an endless passion for enriching the lives of our clients. We continually seek to perfect our craft of personalized financial planning with our team-based Roundtable™ and UniFi processes that go far beyond the standard approach. We proudly provide tailored financial plans and investment management services to serve the unique needs of our clients from our 146 offices - and growing - nationwide. Since 1997, Wealth Enhancement has tirelessly raised the standard of wealth management with specialized knowledge and more attentive service that helps every client craft their future. For more information, please visit www.wealthenhancement.com.
Advisory services offered through Wealth Enhancement Advisory Services, LLC (WEAS), a registered investment advisor. Certain investment advisor representatives of WEAS are also registered representatives of and offer securities through LPL Financial, member FINRA/SIPC. Wealth Enhancement® and WEAS are separate entities from LPL.
Wealth Enhancement and its Registered Investment Advisor, Wealth Enhancement Advisory Services, had $107.5 billion in client assets, including $4 billion of brokerage assets held at LPL Financial, as of February 28, 2025. Marcum Wealth had approximately $4.3 billion in client assets as of December 31, 2024. Upon close, $4.3 billion from the Marcum Wealth transaction will be added to Wealth Enhancement's total current client assets of $107.5 billion.
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