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Our Locations


Marathon Financial Group is an independent, fee-only wealth management firm with offices in Boston, Massachusetts and Providence, Rhode Island. We provide comprehensive financial planning and investment management for retirees, physicians, corporate leaders, business owners, and families.

Whether you meet with our team in Boston, Providence, or virtually, our goal is the same: to simplify your financial life by bringing your investments, retirement planning, tax strategy, estate planning, and other financial decisions together into one coordinated plan.

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Boston, Massachusetts

Boston, Massachusetts

Located in Back Bay, our Boston office serves individuals and families throughout Greater Boston and beyond. 

Marathon Financial Group – Boston
131 Dartmouth Street, 3rd Floor
Boston, MA 02116

Providence, Rhode Island

Providence, Rhode Island

Our Providence office serves individuals and families throughout Rhode Island and Southern New England.

Marathon Financial Group – Providence
225 Dyer Street, 2nd Floor
Providence, RI 02903

Frequently Asked Questions

Does Marathon work with clients outside Boston and Providence?

Yes. While Marathon Financial Group has offices in Boston and Providence, we work with clients across the country. Our team can meet with clients virtually, allowing us to provide the same personalized financial planning and wealth management experience regardless of location.

What services does Marathon Financial Group provide?

Marathon Financial Group provides comprehensive financial planning, wealth management, and investment management. Our team helps clients coordinate areas such as retirement planning, investment strategy, tax planning, cash flow, risk management, and estate planning to create a financial strategy aligned with their goals.

Who does Marathon Financial Group work with?

Marathon Financial Group works with retirees and high-earning professionals, including physicians, corporate leaders, and business owners. We help clients manage the complexities of building, preserving, and enjoying their wealth through personalized financial planning and investment management.