Marcum Completes Earlier Deal with Financial Services Acquisition 

Marcum Wealth, a division of New York-based IPA 100 firm Marcum LLP (FY20 net revenue of $689.1 million), has acquired Mason Road Wealth Advisors of Chesterfield, Mo. Mason Road was the financial services division of accounting firm BWTP PC, which merged into Marcum in December 2021.

“Mason Road brings additional talent and reach to our client services team and further advances our goal of building a nationwide presence,” says Marcum Wealth CEO Eric Wulff. “Our partnership with Marcum LLP is successfully positioning Marcum Wealth to continue growing our client portfolio and geographic footprint while expanding our service offerings through both M&A and organic activity.”

 

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