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Charlie  Brown IV

Charlie Brown IV

Founder and Principal

I was initially drawn to this field because I wanted to apply my educational background in economics and finance while also working in the more 'human' side of finance as a long-term coach and confidante.

I grew up middle class and had to pay my own way through college. That taught me the value of hard work, discipline, and smart money management from a young age. I also saw some relatives get poor financial advice that wasn't in their best interest, and this disturbed and motivated me to enter the profession and provide people with honest and competent guidance. 

When I started Marathon Financial, my mission was to first and foremost be 'great over big'. I strived to create an exceptional client experience focused on attentiveness, reliability, and proactivity. While physicians remain an important focus, my practice has grown significantly over the years to serve other types of professionals and business owners across the country.

I have a degree in Economics from UMass Boston and hold my Series 6, 7, 63, 65, and SIE licenses. I grew up on the South Shore and now live in Boston with my partner Stephen, a primary care physician & New Orleanian. When I'm not in the office, you'll likely find me traveling to visit friends and family or exploring new destinations.