A complete list of active advisors currently associated with Marathon Strategic Advisors, LLC

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

Marathon Strategic Advisors, LLC provides discretionary portfolio management, financial planning, and consulting services to a mix of individuals, high‑net‑worth clients, charitable organizations, corporations and pension/profit‑sharing plans. Its offerings include continuous asset management based on client‑specific investment policies, written financial plans, and targeted consulting such as retirement plan reviews and administrative advice. The firm develops investment policy through in‑depth client interviews and implements portfolios on a discretionary basis guided by objectives, time horizons, tax considerations and risk tolerance, using fundamental, quantitative, qualitative and cyclical analysis. Marathon also provides ERISA‑related advice, including rollover recommendations and pension consulting, and operationally accepts standing letters of authorization that have resulted in custody treatment for 109 clients with about $117.6 million in assets. What is distinctive for a single‑advisor independent firm is Marathon’s client mix and institutional focus: it serves charitable and corporate clients and provides pension consulting while managing roughly $182.7 million in discretionary assets. The firm participates in an institutional custody program that supplies execution, custody and research services (and related economic benefits) and discloses potential conflicts from those arrangements; clients retain responsibility for proxy voting.

To learn more about the advisors currently working at Marathon Strategic Advisors, 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.

Name	Location	Years of experience
Nicholas Terezis	Pittsburgh, PA	27

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