Broker Check
(719) 265-7074
Client Login

Your Path, Your Pace, Our Financial Expertise

Navigating Life’s Marathon with Trusted Financial Strategies.

Marathon Wealth and Protection Strategies is a financial planning firm located in Colorado Springs, Colorado and Raleigh, North Carolina.


Take the First Step!

We Value you every step of the way with...

Integrity In Every Step

We ensure that all financial advice and decisions are rooted in integrity, empowering you to feel confident about your future.

Compassioniate Guidance

We provide personalized financial solutions that reflect your unique needs and life's milestones with empathy and understanding.

Personalization To You

We offer customized strategies designed specifically for your long-term goals, ensuring you receive guidance that aligns with your individual path.


Ongoing Planning & Partnership

Ongoing Planning & Partnership

When you work with us, you're part of the Marathon Wealth family. 

We are an independent full-service financial planning and advisory firm that operates under fiduciary standards. We help YOU navigate the complex investment landscape while making sure your investments are aligned with your goals.

With you every step of the way

With you every step of the way

We develop a comprehensive strategy to balance all aspects of your financial life, providing you a clear path forward including:

- Financial Planning

- Investment Management

- Investment Advice

Sustaining Your Lifestyle

"You have been a great provider for my financial means, advising me on future plans, and just plain taking care of me! I don’t even know how to thank you! I do appreciate everything you do to make my current lifestyle sustainable in every way! Thank you sir!” 

-Edith S.

Walking Alongside your business

We offer full-service 401(k) solutions tailored to your business needs. From plan design and fee benchmarking, to fiduciary support and employee education, we help you maximize your benefits and ensure long-term success for both you and your employees.

Learn about Business support