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About Us

Client Centered

Marathon Financial Group is a member of a large, independent Registered Investment Advisor, NewEdge Advisors. Our mission is to help busy professionals and retirees simplify, organize, and manage their financial lives. We aim to take the stress out of financial planning and investment management, by making complex topics easy to understand so you are empowered to confidently make informed decisions.

Our office is located at the finish line of the iconic Boston Marathon. We believe the marathon is a fitting metaphor for the long-term approach required for successful financial planning. Reaching the finish line takes passion, dedication, resilience, and the ability to keep putting one foot in front of the other. We embrace the spirit, drive, and determination needed to properly prepare our clients for successes and occasional challenges along the path to financial freedom.

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