Prime Capital Financial continues its national growth strategy by adding Jim Marx, CRPC®, CPFA. Based in White Plains, N.Y., Marx brings over two decades of experience in comprehensive financial planning and personalized client care.
Marx joined Prime Capital Financial after building an advisory practice that serves individuals, families, and small business owners. Marx’s advisory model emphasizes hands-on retirement plan design, helping business owners maximize tax efficiency while equipping employees with financial skills and plans that enable a secure future.
“Jim has a proven track record of helping people retire with clarity and confidence,” said Glenn Spencer, chief executive officer at Prime Capital Financial. “His reputation, especially in the New York market, and his commitment to client education make him a natural fit for our collaborative, client-first culture.”
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