A complete list of active advisors currently associated with Marathon Financial Advisory LLC

Warmer can help you find a great advisor at Marathon Financial Advisory LLC or one who fits your needs even better.

Marathon Financial Advisory LLC is a newly registered, state-registered investment adviser that provides financial planning and non‑discretionary investment management to individuals and small businesses. Services can be delivered as standalone planning engagements or alongside model‑based portfolio advice that uses mutual funds, ETFs, and occasional individual securities. The firm combines strategic asset allocation with a tactical overlay and emphasizes downside protection, managing accounts on a non‑discretionary basis and rebalancing periodically while leaving final trade execution to clients. Marathon tailors recommendations to each client’s circumstances and, when directed by the client, coordinates with other professional advisors such as attorneys or tax professionals. What is distinctive about Marathon is that its principal and associated representatives operate separate accounting and real‑estate businesses and also perform contract accounting work for a large broker‑dealer; the brochure discloses these affiliations and describes policies to separate advisory activities from those outside businesses. The firm also notes it offers fixed‑fee planning in addition to asset‑based advisory arrangements, does not use sub‑advisors, and currently reports no assets under management and no discretionary authority.

To learn more about the advisors currently working at Marathon Financial Advisory LLC, click on their names below to view their profiles, or click here to see them all on a map. Or, if you tell us about your needs, Warmer can help you find the best advisor for you.