Marc Singer, MBA, CFP®
Founding Partner and Advisor


A well-renowned financial advisor, Marc has been named one of the nation's 100 most exclusive advisors by Worth Magazine for every year from 2002 to 2006. He is also listed in Medical Economics Magazine as one of the nation's 150 leading advisors.

In addition to serving as a financial advisor, Marc is a member of the Singer Xenos Investment Committee, ensuring the implementation of sound investment strategies for the firm's clients. Marc has developed innovative investment strategies that help physicians in protect their personal assets. He has lectured extensively on the topics of financial and investment planning, and creditor protection for physicians.

As an acclaimed financial strategist, Marc has been featured in Fox News, CNN, The Wall Street Journal, Medical Economics, Money Magazine, The Miami Herald, and Florida Medical Business. Marc founded and heads the Advisor Forum organization, which consists of 14 advisory firms nationwide, and manages over $9 billion in assets. The Advisor Forum meets regularly to share ideas and influence industry policy.

Marc holds a Masters of Business Administration degree and is a Certified Financial PlannerTM with over 20 years of experience in the wealth management profession