Meet the Team
LOGAN MARCUS, ESQ.
Partner & Chief Investment Officer
Logan brings a solid legal foundation to her financial services work, fueling her commitment to fairness and delivering the best possible outcomes for her clients. With years of experience navigating complex financial landscapes, Logan is dedicated to helping individuals retire with dignity and peace of mind. She understands that retirement is one of life’s most significant milestones and is passionate about guiding clients through every step of the financial planning process. Always available to offer support and insight, Logan ensures her clients have the knowledge and resources to make informed decisions. Her advocacy for clients’ rights and expertise in crafting personalized retirement strategies make Logan a trusted partner in securing their financial futures.
Logan’s practice includes Income Planning and Wealth Management.