Welcome to Marathon Financial Group
Wealth Management Simplified
We help busy professionals and retirees across the US simplify, organize, and delegate their financial lives. In an age of conflicting information overload, we serve as a filter to help prevent confusion and decision fatigue. Our goal is to take the stress out of planning and save you time.
As fiduciaries, we have a duty of care, loyalty, and the utmost good faith to act in the best interests of our clients throughout the relationship at all times. We may not always have the answers right away, but we’re always going to give you the truth.
We seek to empower you to make more informed, logical & confident decisions by meeting you at your current knowledge level and building a curriculum from there. The key to this empowerment is understanding the fundamentals behind the strategies you’re implementing.
Our services are best geared toward those whose financial pictures have reached a level of complexity that requires more time for attention and research than is available before risking an imbalance with other life commitments and priorities.
We primarily serve physicians, corporate leaders, business owners, retirees, and semi-retirees who seek assistance in simplifying their financial landscape and developing integrated plans covering retirement, investments, wealth management, asset protection, risk management, college planning, estate planning, and more.
A succinct monthly compilation of useful updates on the most relevant financial topics of the moment.
Keep up with your financial needs while avoiding common (and expensive) rollover mistakes. We put together this guide help you avoid these critical mistakes and potentially save you thousands in taxes and fees.
We will help you connect with an advisor who properly suits you and your needs. When you partner with an advisor at our firm, you have access to our whole team of knowledgeable professionals.
Founder and Principal
Chief Operating Officer
Paraplanner/Client Services Coordinator
Brody Rosenfeld, CPA, CFP®
Third Party Financial Planning Consultant with Foundation Financial Planning
Managing Director, Trading & Investments at NewEdge Advisors
Director of Investments and Trading