Marathon Financial Group
Data sourced from SEC public records (and other sources when available). Refreshed weekly • Updated today.
About
Marathon Financial Group serves individuals, high-net-worth clients, trusts, estates, charitable organizations and business entities with a mix of financial planning, consulting and discretionary wealth management. The firm provides standalone planning engagements and integrated portfolio management that can include retirement, tax, trust and insurance planning as well as educational seminars.
The firm describes a goals-based, planning-driven investment approach that emphasizes tax-conscious, actively managed equity portfolios combining ETFs and direct stock holdings selected through fundamental research and top-down sector analysis with a long-term horizon. Marathon manages client assets on a discretionary basis, offers estate-planning consulting using digital tools and referrals to independent law firms, and may coordinate or advise on held-away assets using third-party platforms.
Noteworthy features include that the firm was recently registered and reports several hundred million dollars in discretionary assets managed by a small advisory team, reflecting relatively high assets per advisor and a compact client roster. Marathon also relies on custodial relationships that provide technology, trading and operational support and implements standing transfer authorizations for client disbursements, which are arrangements that can affect custody practices and potential conflicts of interest.
Client services
Expertise
Fee options
Fixed fee for estate planning consulting services (amount not specified)
$0 - $1,000,000: 1.25% $1,000,001 - $2,500,000: 1.00% $2,500,001 - $5,000,000: 0.80% $5,000,001 - $10,000,000: 0.70% $10,000,001 - $15,000,000: 0.60% $15,000,001 - $20,000,000: 0.50% $20,000,001+: 0.40%
Certain Supervised Persons offer insurance products under separate commission-based arrangements
Fee-only: Fixed fees for financial planning and consulting services range from $1,000 to $20,000 depending on scope and complexity, negotiable
Main office
See office131 Dartmouth Street, 3rd Floor
Boston MA 02116
Advisors at this office
2
Offices (3)
Most active in
Alabama · California · Florida · Georgia · Maine · Massachusetts · New Hampshire · New York · Rhode Island · Texas
Also doing business as
Marathon Financial Group · Marathon Wealth Advisors, LLC
Disclosures
Exclamation point means they have disclosures of this type. Check mark means no disclosures of this type were found.
Business activities & affiliations
Is not active or affiliated with:
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Insurance agent
They sell insurance products and may earn commissions on those sales.
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Broker-dealer / trader
They provide brokerage services and may earn transaction-based compensation in addition to advisory fees.
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Bank
They're affiliated with a bank that may offer its own financial products and services.
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Trust company
They provide trust and estate administration services, typically for separate fees.
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Fund sponsor
They manage or sponsor investment funds and may earn management or performance-based fees if clients invest in them.
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Accountant / CPA / tax prep
They offer tax and accounting services, typically for separate fees.
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Lawyer
They provide legal services, typically billed separately.
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Real estate agent
They facilitate real estate transactions and may earn commissions.
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Other specialized services
They may provide services such as pension consulting or municipal advisory work, typically for separate fees.
Quick links
Advisors at this firm
Michael N
CFA®
Bradenton, FL
Marathon Financial Group
Michael Neill is a CFA® charterholder with four years of industry experience. He is currently with Marathon Financial Group, joining in 2025 after roles at NewEdge Advisors, LLC, Corient Services LLC, Corient, CIPW Service Company, LLC, CI Doyle Private Wealth, LLC, Unum, and BNY Mellon Wealth Management. Marathon Financial Group serves individuals, high-net-worth clients, trusts, estates, charitable organizations, and business entities through financial planning, consulting, and discretionary wealth management with a goals-based, planning-driven investment approach that emphasizes tax-conscious, actively managed equity portfolios.
Charles B
Series 63, Series 65
Boston, MA
Marathon Financial Group
Charles Brown IV is a financial advisor at Marathon Financial Group with 16 years of industry experience. He holds Series 63 and Series 65 licenses and has previously worked at NewEdge Advisors, Mass Mutual Investors Services, Baystate Financial, and Metlife Securities. Marathon Financial Group serves individuals, high-net-worth clients, trusts, estates, charitable organizations, and business entities with financial planning, consulting, and discretionary wealth management. The firm employs a goals-based, planning-driven investment approach that emphasizes tax-conscious, actively managed equity portfolios combining ETFs and direct stock holdings selected through fundamental research and top-down sector analysis.
Connor G
Series 63, Series 65
Boston, MA
Marathon Financial Group
Connor Gallivan is a financial advisor at Marathon Financial Group with nine years of industry experience. He has previously worked at NewEdge Securities Inc, Guardian Life Insurance Company, Park Avenue Securities, The Bulfinch Group, and Putnam Retail Management. He holds Series 63 and Series 65 licenses. Marathon Financial Group serves individuals, high-net-worth clients, trusts, estates, charitable organizations, and business entities, offering financial planning, consulting, and discretionary wealth management. The firm employs a goals-based, planning-driven investment approach with tax-conscious, actively managed equity portfolios that combine ETFs and direct stock holdings selected through fundamental research and sector analysis.
Jonathan Y
Series 66
Vestavia Hills, AL
Marathon Financial Group
Jonathan Yeager is a financial advisor at Marathon Financial Group with 18 years of industry experience. He holds the Series 66 designation and has worked at firms including RFG Advisory, NewEdge Securities, and Axa Advisors. Yeager serves on the Executive Leadership Team of the Alabama Alzheimer's Association, focusing on fundraising and recruiting efforts. Marathon Financial Group is a team of four professionals managing approximately $289 million for about 115 clients, including individuals, trusts, estates, charitable organizations, and business entities. The firm provides comprehensive financial planning, discretionary investment management, and consulting, following a goals-based, planning-driven investment approach with an emphasis on long-term, tax-conscious equity portfolios.
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