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

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

Marathon Financial Strategies provides investment supervisory services and financial planning to individuals, including high‑net‑worth clients, managing portfolios that may include mutual funds, equities, bonds, ETFs, REITs, real estate funds, TIPS and precious‑metal ETFs. The firm documents client objectives in an Investment Policy Statement, seeks discretionary trading authority, and delivers regular portfolio monitoring and custodian account reports. The firm follows a long‑term investment strategy that uses both fundamental and technical analysis to inform asset selection and allocation, and conducts at least quarterly reviews of client accounts. All advisory assets are managed in‑house rather than through third‑party managers, custody is maintained through a major custodian, and the firm discloses it receives no soft‑dollar benefits or outside compensation for product sales. Marathon is a solo‑practitioner RIA overseeing roughly $48.5 million for about 60 clients and operates without a stated account minimum while offering both ongoing discretionary management and standalone financial planning. Distinctive operational points in the brochure include the firm’s ability to aggregate (block) trades across accounts, a policy to transact client business before personal trading when conflicts arise, and an explicit non‑participation in wrap programs or performance‑based fee arrangements.

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