A complete list of active advisors currently associated with Marathon Wealth Partners, Inc

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

Marathon Wealth Partners provides investment advisory services to individual and high‑net‑worth clients, offering asset management alongside project‑based and ongoing financial planning and consulting. Its advisory work covers a broad set of investments — stocks, bonds, mutual funds, ETFs, REITs, and options — and addresses retirement, tax, insurance, cash‑flow, and estate‑related planning topics. The firm’s investment process combines fundamental analysis and Modern Portfolio Theory with a long‑term orientation, and portfolios are managed separately to align with each client’s objectives and risk tolerance. Accounts are administered on a primarily non‑discretionary basis, so trade implementation generally requires client authorization, and the firm performs at least quarterly reviews of allocation and performance. What distinguishes the firm from many peers is that it reports essentially all assets as non‑discretionary (approximately $137.4 million) rather than using discretionary mandates, which is uncommon among independent advisors. The firm custodians client assets at Schwab and uses institutional support services, and some associated persons are licensed insurance agents — a disclosed source of potential conflicts of interest that the firm says it manages through disclosure and client choice.

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