Message from Chairman & CEO

Who could have predicted that 2021 would test everyone’s fortitude, resolve, and resilience at such a profound level? Twelve months ago, as we bid our heartfelt farewell and good riddance to 2020, none of us could have imagined that COVID would continue to shape our lives and our businesses for another year. It is a testament to the indomitable strength and entrepreneurial spirit of our clients and our team that I am able to report so many achievements during what was clearly one of the most challenging years any of us has ever faced. Thanks to you, 2021 turned out to be a period of innovation and growth for Marcum that enabled us to continue refining the ways we work to deliver unparalleled client experiences. On behalf of the entire Marcum team, thank you for that opportunity, for your ongoing trust in us, and for your business. Please enjoy these highlights from our work together over the past 12 months.

Jeffrey M. Weiner

Continued Growth

Marcum never stops growing. In 2021, our client service capabilities expanded with two mergers.

In May, our national Financial Accounting & Advisory Services (FAAS) practice, based in Boston, integrated Starter-Fluid, LLC, a firm specializing in CFO-led services. This merger broadened our portfolio of outsourced finance, accounting, and executive support services focused on helping early-stage and rapidly growing companies scale successfully.

In December, we expanded our Midwest footprint into St. Louis with the addition of BWTP, P.C. BWTP brings to Marcum additional bandwidth in several industry groups, including construction, dental, manufacturing and distribution, medical, nonprofit, and real estate. Further, Marcum's Transaction Advisory Group expanded with the addition of BWTP Transition Solutions, LLC, which provides merger and acquisition services to dental practices.

2021 Leadership Awards

2021 Leadership Awards

2021 Best Places to Work

2021 Best Places to Work Awards

Industry Growth

Our specialized industry groups achieved new heights of activity in 2021 as we partnered with our clients to help you navigate the COVID economy and prepare for new tax regulations – with several experiencing double-digit growth.

Capital Markets 61.57%
Energy & Resources 26.28%
Alternative Investments 19.37%
Cannabis 15.29%
Construction 15.11%
Technology & Life Sciences 11.19%
Retail & Consumer Products 10.80%
Food & Beverage 10.55%

Industry Partnerships

Marcum Client Service Standards

YOUR SUCCESS IS OUR PURPOSE. A new set of client service standards, underpinning the Marcum Client Experience initiative, launched in 2021 and articulates what our clients can expect from Marcum:

Marcum Client Service Standard - Reliability


You can count on us to be here when you need us.


You can depend on your Marcum service team to be reliable, responsive, and accessible. We aim to answer your questions, fulfill your requests, or simply set a time to talk when you need us.

Marcum Client Service Standard - Sincerity


You can expect us to genuinely care about your experience.


We believe great service requires both exceptional talent and a genuine desire to meet and exceed your expectations. We work hard to offer added value to you whenever and wherever we can.

Marcum Client Service Standard - Personalization


Your needs drive how we support you.


We seek to understand your needs and preferences so we can provide you with the experience you deserve. This means we will get you the information you want, when you need it, in the way you wish to receive it. We are committed to working with you, in creative and customized ways, to maximize value and minimize friction within the boundaries of our professional standards.

Marcum Client Service Standard - Confidence


You can have peace of mind knowing we are in your corner.


We know you turn to us for support in areas that can be both thrilling and overwhelming. That's why we not only educate you about the strategy behind our recommendations, but we provide you with options and guide you through them. We work hard to remove uncertainty so you feel confident in our approach to every engagement - big or small.

Marcum Client Service Standard - Trust


Your trust is the foundation of our partnership.


We endeavor to earn your trust from the first moment we meet and work every day to uphold it. We never take the responsibility of supporting you and your business lightly, and are honored to play a part in fueling your success.

Thought Leadership


Marcum’s Most Popular Research from 2021

Diversity, Equity & Inclusion

Marcum is deeply committed to fostering a culture that is both diverse and inclusive, and an environment where all associates see a clear path to leadership. Our DEI initiative delivered a robust program of events, trainings, team-building activities and talent development in 2021.

  • 18 national and 7 regional DEI events and trainings for Marcum team members.
  • 3 DEI presentations to outside groups.
  • 4 college scholarships for accounting majors from underrepresented groups, totaling $22,000 – Lincoln University, Rutgers-Temple, Morgan State University (2).
  • 9 Associate Resource Groups (ARGs) with 500+ participants – affinity groups built around shared interests, cultures, lifestyles, and abilities.

Learn More

Diversity & Inclusion at Marcum

Marcum U

Marcum U

Marcum U’s empowering training curriculum spans the career of every Marcum professional. In 2021, more than 500 Marcum U courses engaged over 42,000 participants, delivering in excess of 82,000 hours of CPE credit.

Courses offered 65
Sessions offered 132
Passed participants 5,334
CPE credit hours awarded 11,133.50
Courses offered 453
Sessions offered 492
Passed participants 36,704
CPE credit hours awarded 71,193.50

Marcum Foundation

Marcum Foundation strives to be a leading contributor of time and funding to organizations offering fundamental human services to children in our local communities. Thanks to the generosity of Marcum associates, partners, clients, and friends, Marcum Foundation was able to celebrate these successes in 2021:

  • Donated nearly $1M in total, including $657,769 to St. Jude Children’s Research Hospital®.
  • Granted $272,905 to organizations in Marcum communities across the U.S.
  • Raised $41,010 to help fight childhood hunger.
  • Served as a National Sponsor of the St. Jude Walk/Run, fielding 35 teams.

Visit Marcum Foundation Website

Fast Facts


Moving Forward into 2022

The increasing complexity of the world in which we live and work today demands sound, strategic advice and pragmatic, industry-focused insights. Never has the challenge been greater, as the effects of the COVID pandemic continue to linger and the legislative environment in Washington continues to confound. As we close the books on 2021 and face forward, our priority remains squarely on partnering with you to help you become more successful, bringing you the intelligence and resources to make the hard decisions that will get you to your goals. Your Marcum team is at the ready, any time, every time you need us.