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Life is a Marathon

Together, we'll make sure your financial plan is with you every step of the way.

Explore What We Offer

Why Choose Us?

What We Offer

What We Offer

A Comprehensive approach to financial independence, as defined by YOU. 

Our Services
How We Work

How We Work

We guide our clients on their journey using proven investment strategies, and a holistic 4-step planning process. 

Our Process
Who We Are

Who We Are

Trust. Honesty. Integrity.

We believe values matter, and we live by ours every day.


Our Team
What Does it Cost?

What Does it Cost?

Our fees are structured so we do better when our clients do better. 

Our Cost

Why We're Different

We are an independent full-service financial planning and advisory firm that operates under fiduciary standards. We do not promote cookie cutter portfolios and have the freedom to design tailored portfolios that align with your goals and objectives. As fiduciaries and financial advisors, we place the highest value on always having your best interest in mind.  


Ongoing Planning & Partnership

Ongoing Planning & Partnership

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

We customize advice to each client, focusing on what's important to YOU. Collaboratively, we help you define and identify your goals. We will help you navigate the complex investment landscape while making sure your investments are aligned with your goals.  Through our partnership, we'll provide you with objective advice based on our combined 70 years of experience.

Let's Schedule a Conversation, at No Cost to You 


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