NEW YORK – March 21, 2023 – NFP, a leading property and casualty broker, benefits consultant, wealth manager and retirement advisor, today announced it has acquired David A. Marcus & Associates, Inc. and Deerfield Financial Group, LLC (David Marcus). Based in Deerfield, Illinois, David Marcus is a multidisciplinary insurance broker and consultant that provides a wide range of financial products and services to individuals and business owners. Firm founder, David A. Marcus, will join NFP and report to Michael Schneider, president of NFP’s Central region. The acquisition closed on January 13.
“We’re very excited to welcome David and his team of insurance and financial planning professionals to NFP,” said Schneider. “This addition helps us expand our capabilities, expertise and relationships in and around Chicago and enhances our ability to help clients achieve their wealth goals. In our Central region and across NFP, we remain committed to strategic growth, and welcoming firms that share our values, like David Marcus, is part of that commitment.”
David A. Marcus, CFP®, and his team offer advice and counsel on group benefit programs, individual benefits, and life insurance and related individual solutions (including long-term care insurance, annuities and disability insurance). They also offer retirement plan advisory and wealth management services to corporate and individual clients.
"We’re thrilled to join NFP and contribute to the success of a global, people-first organization with a strong presence in Chicago,” said Marcus. “Our firm was founded on a simple principle – we represent clients, not products – and NFP’s focus on solving problems for clients aligns well with our client-centric philosophy. Joining NFP also allows us to access NFP’s wide array of integrated solutions and expertise so we can bring additional value to our clients.”