Marcus Bynum

Financial Representative
Connect with Marcus Bynum
marcus.d.bynum@cplanning.com

Office Location:
6115 Park S Drive
Suite 200
Charlotte, NC 28210

Marcus brings more than 24 years of experience in financial services and a lifelong commitment to serving others. Originally from Hartford, Connecticut, he built his career helping individuals, families, and business owners navigate the financial decisions that matter most. A retired military veteran, Marcus brings the same leadership, discipline, and service-first mindset that defined his military career to every client relationship. He was drawn to Consolidated Planning for its tested process, collaborative culture, and strong emphasis on mentorship, professionalism, and personal growth — values that mirror his own. Today, he’s especially passionate about serving families, business owners, physicians, and attorneys, helping them protect what they’ve built and create strategies that support their long-term goals. 

Marcus believes education is the foundation of every successful financial strategy. Guided by his Christian faith, he views wealth not as a measure of success, but as a tool for stewardship. His mission is to equip clients with the knowledge and confidence to make informed decisions — and every recommendation he makes is built around what’s genuinely appropriate for that client, not a one-size-fits-all solution. Known for his honesty, integrity, and client-first approach, Marcus takes as much pride in explaining why a strategy works as he does in implementing it. Whether the conversation is about risk management, retirement preparation, business succession, or wealth preservation, his goal is the same: every client should walk away feeling informed, valued, and confident about their financial future. 

Marcus lives in Harrisburg, North Carolina, where he’s built a life around the same values he brings to his practice — faith, community, and connection. Outside of work, you’ll likely find him traveling, on the golf course, or engaged with organizations close to his heart, including Elevation Church’s GMEN ministry and the Birdie Brothers Golf Association. A devoted student of The Richest Man in Babylon, he’s passionate about lifelong learning and sharing financial wisdom wherever he can. Colleagues and clients alike describe Marcus as someone with a sharp sense of humor and a gift for finding the silver lining — qualities that make him not just a trusted advisor, but a genuinely good person to have in your corner. 

 

 

Financial Representative of The Guardian Life Insurance Company of America® (Guardian), New York, NY. Consolidated Planning, Inc. is not an affiliate or subsidiary of Guardian. CA Insurance License Number – 4226918.