Experienced retirement plan advisor builds on New York presence

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.”

Marx maintains the certifications of Chartered Retirement Planning Counselor^SM (CRPC®) and Certified Plan Fiduciary Advisor (CPFA).

“With the resources of Prime Capital Financial behind me, I’m better positioned than ever to provide proactive, tailored advice that evolves with my clients’ lives and goals,” said Marx.

For more information about Jim Marx and his advisory practice, visit www.primefinancial.com/jim-marx.

About Prime Capital Financial

Prime Capital Financial (formerly Prime Capital Investment Advisors) provides a client-centric team approach to full-service financial planning, including fee-based asset management and wealth management through its Prime Capital Wealth services. Through its Prime Capital Retirement services, the firm also provides retirement plan advisory services, as well as plan participant education. Prime Capital Financial currently has 70 locations throughout the United States, with investment advisor representatives serving clients across the nation. Advisory products and services offered by Investment Adviser Representatives through Prime Capital Investment Advisors, LLC (“PCIA”), a federally registered investment adviser. PCIA: 6201 College Blvd., Suite#150, Overland Park, KS 66211. PCIA doing business as Prime Capital Financial | Wealth | Retirement | Wellness | Family Office | Tax Advisory. For more information, visit www.primefinancial.com.

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