Here For You, Whatever Season You’re In
Our clients come from all different stages in life. Whether that’s navigating careers, families, retirement, and leaving a legacy, we provide guidance every step of the way.
Pre-Retirees & Retirees
Within 10 years of retirement or already there: building income, protecting wealth, and making your money last a lifetime.
Families Building Wealth
Balancing today's expenses with tomorrow's goals: college savings, protection planning, and a financial foundation that lasts.
Professionals & Earners
High-income earners looking to make every dollar work smarter — through tax efficiency, smart investing, and long-term planning.
Military Families
Serving those who serve, with an understanding of military benefits, VA programs, and the unique financial landscape of service life.
Estate & Legacy Planning
Protecting and transferring what you've built, coordinating with attorneys and CPAs to ensure your legacy is secure.
Life Transitions
This could mean divorce, inheritance, job change, or loss of a spouse. We help you navigate major financial pivots with clarity and confidence.
A Plan That Covers Every Corner of Your Financial Life
Retirement Planning
Financial Planning
Tax Planning
Risk Management
Estate & Legacy Planning
We are independent, fiduciary financial advisors located in Colorado Springs, CO and Raleigh, NC, serving clients nationwide. Every relationship starts with a conversation, and every strategy is built around you.
Full Service Solutions and Planning for:
Businesses & Employers
Walking Alongside Your Business, Every Step of the Way
Whether you're a small business setting up a retirement plan for the first time, or an established company looking to benchmark and improve an existing 401(k), Marathon Wealth brings the expertise and dedication to build a plan that works for everyone. We specialize in affordable, full-service 401(k) solutions, so you can focus on running your business while we handle the complexity.
Plan Design Consulting
We help you design a 401(k) plan that aligns with your business goals, budget, and employee demographics so every benefit dollar works harder.
- Custom plan structure & features
- Contribution formula design
- Vesting schedule strategy
- Safe harbor analysis
Fee Analysis & Benchmarking
We regularly compare your plan's fees and features against the market, ensuring that you and your employees aren't leaving money on the table.
- Comprehensive fee transparency review
- Competitor plan benchmarking
- Cost-reduction opportunity identification
- Annual plan health reports
Fiduciary Support & Protection
The regulatory landscape keeps changing. We help you navigate ERISA compliance, protect you as a plan sponsor, and document your fiduciary processes.
- ERISA compliance guidance
- Fiduciary documentation support
- Investment committee consulting
- Regulatory update monitoring
Investment Performance Reviews
We continuously monitor investment options and fund performance to ensure your plan's lineup is competitive, appropriate, and aligned with participant goals.
- Ongoing fund monitoring & scoring
- Investment menu optimization
- Replacement fund analysis
- Quarterly performance reporting
Employee Financial Education
An impactful plan requires employee understanding and engagement. We offer 1:1 meetings, group workshops, and digital tools to help your team make the most of their benefits.
- 1:1 employee enrollment meetings
- Group financial wellness workshops
- Digital education resources
- Retirement readiness assessments
Dedicated Relationship Management
We are dedicated to a lasting relationship: available when you need us, proactive when you don't expect it, and invested in the long-term success of your business.
- Dedicated advisor relationship
- Regular plan sponsor check-ins
- HR team coordination & support
- Plan conversion & transition support
