Unit 616, CA Office

Marathon Financial Advisors provides personalized investment management and financial planning to individuals, pension and profit‑sharing plans, trusts, estates, charitable organizations and small businesses. The firm operates on a fee‑only percentage‑of‑AUM basis and delivers services such as cash‑flow analysis, retirement and education projections, net‑worth statements, and ongoing investment supervision.

The firm uses a strategic asset allocation framework with a core‑and‑satellite approach and global diversification, primarily implementing portfolios with no‑load mutual funds and exchange‑traded funds while supplementing with individual stocks and bonds as appropriate. Client relationships are documented with investment policy statements and regular (typically quarterly) reviews; clients retain final authority over investment selections while the firm executes trades under a limited power of attorney.

What is uncommon about Marathon is that nearly all of its assets — approximately $69 million across roughly 35 accounts — are managed on a non‑discretionary basis, meaning the firm typically implements client‑approved trades rather than exercising discretionary authority. The firm is long‑standing (founded in 1983), operates with a small two‑advisor team, declines commission products and performance‑based fees, and emphasizes written reporting, business continuity planning, and information security.