Our Core Service Areas

Every client relationship begins with listening. Then we build a comprehensive plan that connects all aspects of your financial life into one cohesive strategy.

Financial Planning

A comprehensive plan that brings clarity to every aspect of your financial life so you can move forward with confidence, no matter where you are in life's journey.

  • Retirement Income Planning 
  • Tax Planning & Strategy 
  • Estate Planning Coordination 
  • Extended Care & Long-Term Care Planning 
  • Education Funding Strategies 
  • Cash Flow & Budget Analysis 
  • Tax-Smart Planning

Investment & Risk Management

We construct and manage portfolios aligned with your goals, risk tolerance, and time horizon with ongoing monitoring and proactive adjustments as markets and life evolve.

  • Personalized Portfolio Management 
  • Asset Allocation & Diversification 
  • Risk Assessment & Management 
  • Protection Strategy Review 
  • Life, Disability & Insurance Analysis 
  • Annuity & Income Solutions

Business & Employer Solutions

We help employers build benefits packages that attract and retain talent — while supporting their own financial goals and meeting fiduciary requirements.

Our full-service 401(k) solutions are designed to work for your business and your team at every stage of growth.

  • 401(k) Plan Design & Implementation 
  • Fee Benchmarking & Plan Review 
  • Fiduciary Support & Documentation 
  • Employee Financial Education 
  • Plan Administration Oversight 
  • Business Owner Exit & Succession Planning

Connect with Us

Local Expertise. Nationwide Reach. 

We serve clients from our two offices in Colorado Springs and Raleigh, and offer virtual meetings for clients across the country.

Financial Planning in Colorado Springs, CO 

Colorado Office

Our Colorado Springs team has served the Pikes Peak region and Front Range communities for decades. Whether you're a military family, a small business owner, or nearing retirement, we bring deep local knowledge and fiduciary-level care to every client relationship in Colorado. 

We serve clients throughout Colorado Springs, Pueblo, Monument, Castle Rock, Denver, and surrounding communities.
 

ADDRESS:

201 E Las Animas St # 111
Colorado Springs, CO 80903

Financial Planning in 
Raleigh, NC 

North Carolina Office 

Our Raleigh office serves the Research Triangle and greater North Carolina region with the same trusted, personalized approach that has defined Marathon Wealth since inception. We understand the unique financial needs of North Carolina families and businesses. 

We serve clients throughout Raleigh, Durham, Chapel Hill, Cary, Wake Forest, and across the Triangle area.
 

ADDRESS:

900 Ridgefield Dr STE 130 
Raleigh, NC 27609

Our Process

Step 1: Discover

We focus on you - Discovering and identifying your financial concerns, goals, and dreams. We spend time learning about you and your values. We explore your current situation & long-term goals 

Step 2: Develop

We work with you 1-on-1 to develop a comprehensive game plan with written, objective, and specific recommendations. Our strategies focus on helping you achieve your financial goals efficiently and effectively. 

Step 3: Implement

One of the keys to financial success is taking action. After we agree on our strategy, we will provide an outline of specific steps to implement, helping you each step of the way. 

Step 4: Track

We meet regularly to track changes in your life and the world in general. We track your progress towards your goals and determine what/if any adjustments are needed to move you forward.

How We Can Work Together:

Option 1

  • Initial Financial Plan & Investment Advice
  • Ongoing Financial Planning

Option 2

  • Initial Financial Plan & Investment Advice
  • Fee Based Asset Management

Option 3

  • Fee Based Asset Management

 

At Marathon Wealth & Protection Strategies you can choose how you would like to work with us and what level of advice and services you need to help you work towards accomplishing your goals. You can read our full fee schedule here.