Our Focus On Families

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.

Our Planning-Based Approach

We begin every relationship with a conversation, helping you identify and prioritize which goals matter to you most.

We ask clients about their destinations in life and other critical questions: “How much money is enough? Do you want to be generous while you’re alive? Is the next generation prepared for financial challenges and decisions? How can you ‘send it’ ahead? Why are we getting together? And ultimately, what are you trying to achieve?”

By helping clients shine a light on their real-life goals (rather than dollars), we can organize distinct aspects of their financial picture into cohesive strategies for retirement planning, liability management, wealth transfer, charitable giving, and more. Along the way, we keep a steady eye on achieving cost-efficiencies and minimizing tax consequences.

When it comes to managing clients’ investments, we rely heavily on BofA Global Research and thought leadership – using the firm’s due diligence to help select independent money managers (allowing us to contact them directly to adjust allocations). To help mitigate risk and achieve cost efficiencies, we also use ETF strategies and mutual funds.

Above all, we remind clients to be “wise with what they’re given” and to “share the wisdom” with future generations. It’s our privilege to serve caring clients, who appreciate the role of a caring advisory team.

*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.