Brian Forneris

Background

About Brian Forneris

At Marcum Wealth, our team's mission is to provide clients with innovative wealth-building strategies, anchored by a steadfast commitment to fiduciary responsibility. With a solid track record in plan design and new business development, our approach is to go beyond the numbers, ensuring each strategy is customized to our clients' unique financial landscapes. As a Retirement Plan & Employee Benefits Consultant, my focus is on constructing robust plans that safeguard and nurture our clients’ business and employee interests. Drawing upon deep proficiency as an Accredited Investment Fiduciary and Qualified 401(k) Administrator, I enable clients to navigate the complexities of retirement planning with confidence. My tenure at Marcum Wealth is defined by a dedication to forming enduring partnerships and delivering exceptional advisory services. Collaborating closely with fellow experts within the firm, we unite diverse disciplinary insights to forge comprehensive solutions that resonate with the aspirations and challenges faced by our clientele.