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Marcus Management focuses on personal finance, business guidance, education and training. We deliver personal and business solutions that encourage learning and action, leading to prosperity.

    • Core

      Personal Finance

      $699
      /starting at
      • Budgeting and Cash Flow
      • Credit and Debt
      • Risks and Insurance
      • Investing
      • Taxes
      • Retirement
      • Trusts, Wills and Estate.
    • Business

      Business Advisory

      $999
      / starting at
      • Strategic Business Planning
      • Sales Management

      • Performance Management

      • Marketing Strategy

      • Risk Management

    • Bundle

      Financial Tool Bundle

      Get Quote
      • Financial Tools Tailored to your needs.
      • Spreadsheets, Calculators, Legal Forms, Business Models...

      Book a Consultation Now! 

We help you stay on the right track.

We value universal access to financial security. Join us as we provide financial guidance to all walks of life. 

Contact us to learn more
Expert Member
15 +
Bring to the table win-win strategies
Advance Business Solution
2023
Keeping your eye on the ball
Combined Experience
75 +
Dedicated B2B
Satisfied Clients
197 +
Completely optimized process