Marathon Financial Group

Empowering Success

No matter your journey, 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.

Who We Are How We Help How We Are Different Our Culture

Marathon Financial Group is a high-touch wealth management firm that serves as the personal CFO for retirees and high-earning mid-career professionals.

By combining deep technical expertise with a radically client-centered approach, we simplify complex financial opportunities and strategies, instill confidence through education, and deliver peace of mind through proactive, white-glove service.

We help busy professionals and retirees 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 work with busy people who have other priorities and we act as the catalysts proactively communicating opportunities with prompt and relentless follow-through.

Our clients view us as stewards of their financial lives, with a genuine interest in their success - not just as advisors.

We build long-term relationships across generations with each household having a personalized checklist - no detail, strategy, or opportunity is overlooked.

Our clients understand the why behind every recommendation as we act as your personal CFO.