Recognized as one of the top Financial Planners in the industry, Marcus has a passion for education. He has taught financial literacy workshops to over 1,500 students.   

Educating retirees and pre-retirees weekly through TV, radio, University workshops, and in-person visits, Marcus has helped countless individuals and families prepare for a confident retirement. As a fiduciary financial planner for over 20 years, Marcus focuses on his clients’ entire financial picture to help with all aspects of retirement, including managing investments or investment recommendations, minimizing short-term and long term taxes, deciding where income will come from in retirement, evaluating Social Security strategies, healthcare planning after you stop working, and legacy planning.  

Marcus aims to explain financial concepts in an easy-to-understand manner to help you gain a clear understanding about today’s financial issues with real-world financial truths. With that understanding, you can make informed choices.

Marcus earned his Certificate of Financial Planning through Texas A&M University. As an Enrolled Agent, the highest credential the IRS awards, Marcus is a tax strategist specializing in taxation. He has the privilege of representing taxpayers before the IRS when it comes to collections, audits and appeals. He has earned his fellowship through the National Tax Practice Institute (NTPI). He is also a member of the National Society of Financial Educators (NSFE) and the National Ethics Association (NEA). 

Marcus appears often in the media, including the “Marcus Warren Show” Podcast.

He is the author of three books; including the newly released "Women & Wealth: Navigating Life's Transitions," which explores the common pitfalls that newly single women often experience, including managing sudden financial independence, understanding and dividing assets, and rebuilding credit.

His other books are “The Retirement Playbook,” which details strategies to help protect your retirement savings from high taxes and risky markets and "The Tax Playbook," detailing tax saving strategies for your retirement accounts.

Marcus makes weekly TV appearances with his "Warren Wealth Wednesdays" segment, Wednesdays on NBC's Wave3 Listens Live!. 

Marcus received his Bachelor of Arts in political science and public administration from Midwestern State University, completed his Master of Business Administration at Webster University in St. Louis and completed post-graduate studies in international political economy through Harvard University.

Away from the office, Marcus is committed to giving back to his community. He sits on the board of directors for WHAS Crusade for Children and is a former board member of the Young Professionals Association of Louisville and St. John Center Men’s Homeless Shelter.

He also is a former executive committee member of the Susan G. Komen Foundation’s Pink Tie Ball for the fight against breast cancer. Marcus was also named one of Business First’s “40 Under 40!" top business professionals in Louisville.

He spends his free-time learning, traveling, and with his 4 children.

For more information on Enrolled Agents, visit https://www.irs.gov/tax-professionals/enrolled-agents/enrolled-agent-information.