The team / 16 years
Marcus Reed
CFP®
Partner, Head of Planning
Marcus leads family planning relationships, with particular depth in estate coordination, legacy decisions, and multigenerational communication.
Background
Experience, applied with context.
Marcus began his career in advanced planning, helping families translate estate and tax strategies into decisions they could understand and maintain.
He joined Aurora Ridge to build a planning process in which legal documents, investment policy, cash flow, and family communication are reviewed as parts of one system.
Marcus leads the firm's annual planning cycle and coordinates closely with clients' attorneys and CPAs when decisions cross professional boundaries.
Outside the office / A personal line
“Marcus volunteers with a Charleston youth-sailing program and still prefers a paper chart to a screen.”Marcus Reed · Planning & legacy
Works most with
Where Marcus’s work begins.
Recent insight
Families & Legacy · 2 min read
The family meeting: how three generations stay on one plan
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