A complete list of active advisors currently associated with Marathon Wealth Management, LLC

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

The firm provides investment management and financial planning to individuals, high‑net‑worth clients, trusts, and estates, managing roughly $16 million across 14 client relationships. Services include ongoing portfolio management, project‑based and focused financial planning, ongoing monthly planning arrangements, and educational seminars. Investment approach centers on strategic passive portfolios developed with asset‑allocation modeling, periodic rebalancing, and tax‑harvesting techniques, implemented in either discretionary or non‑discretionary accounts per each client’s investment policy statement. Portfolios may include a broad set of asset classes—U.S. and non‑U.S. equities, fixed income, REITs and real assets—and extend to alternative allocations such as hedge fund (fund‑of‑fund) vehicles and other alternative assets. Noteworthy features include a small client roster relative to assets under management and no stated account minimum, which results in relatively high assets per client and supports customized planning and implementation. The firm does not aggregate (block) trades, operates through an institutional custodian platform (TD Ameritrade), and documents tiered planning engagements from comprehensive project work to ongoing monthly planning.

To learn more about the advisors currently working at Marathon Wealth Management, 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.