Life is a Marathon
Together, we'll make sure your financial plan is with you every step of the way.
A Comprehensive approach to financial independence, as defined by YOU.
We guide our clients on their journey using proven investment strategies, and a holistic 4-step planning process.
Trust. Honesty. Integrity.
We believe values matter, and we live by ours every day.
Our fees are structured so we do better when our clients do better.
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.
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.