A complete list of active advisors currently associated with Marathon Financial Group

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

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.

To learn more about the advisors currently working at Marathon Financial Group, 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.