MARCUS FARMER, Managing Director

Marcus Farmer
Managing Director

Marcus has spent the last 15 years in the financial services industry. What helped him get started was finding joy and purpose in educating his clients on ways to protect and grow their retirement assets, create income that can’t be outlived, and build a financial legacy for future generations. In the first several years of his career, Marcus managed a 50 million investment portfolio as a retirement specialist for MetLife, teaching clients how to optimize their investments, and how to maximize their benefits. His attention to detail, good listening skills, and great empathy are symbols of the appreciation he has for his client relationships.  

Marcus has worked hard over the years to gain strategic partnerships with some of the top CPA firms in the country. Today, Marcus and his team of CPAs have saved wall street companies and small business owners over $1 billion dollars in taxes.. Marcus is effectively supported by tax specialists, whose teamwork and professionalism help him build long-term relationships with a growing client base. Everyone’s economic and life situation is unique, and he certainly keeps that in mind when providing financial advice or recommendations. Once your custom-tailored financial plan is in place, Marcus and his team will continue working together to review achievements against your stated goals and to ensure that you are comfortable while everything is moving forward according to plan. Marcus's mission is to educate business owners and CPAs on the importance of tax planning. There is never a conflict of interest for CPAs to work with our existing CPAs because tax planning and tax preparation/accounting are simply two different professions, no different than an engineer and an architect designing a building. By the very nature of their profession, CPA firms that specialize in tax prep and accounting can’t specialize in high level tax design.

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