Boston, MA Office
TeamData sourced from SEC public records (and other sources when available). Refreshed weekly • Updated today.
Marathon Financial Group
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Firm-wide stats for Marathon Financial Group
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.
Based on Marathon Financial Group
Expertise
Based on Marathon Financial Group
Location
131 Dartmouth Street, 3rd Floor
Boston MA 02116
Advisors at this office
2
Advisors at this office
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.
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