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 offers discretionary portfolio management, financial planning, and consulting services to individuals (including high-net-worth clients), pension and profit‑sharing plans, charitable organizations, and corporations. Like many peers, the firm emphasizes individualized investment policies and ongoing portfolio supervision for personal financial goals. The firm establishes client objectives through personal consultations and delivers written financial plans where engaged, then manages accounts on a discretionary basis with periodic reviews and rebalancing as needed. Its investment process blends fundamental, quantitative, cyclical and qualitative analysis and may employ a range of strategies from long‑term holdings to more active techniques — the brochure notes use of options, short sales, margin and trading strategies only infrequently. Distinctive features for a small practice include overseeing roughly $182.7 million in discretionary assets and a recent transition to SEC registration in August 2025. The firm also participates in an institutional custody program that provides operational and research benefits (a potential conflict the brochure discloses), does not vote client proxies, and explicitly offers pension consulting services to plan sponsors in addition to individual advisory work.

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.