A complete list of active advisors currently associated with Theus Wealth Advisors

Warmer can help you find a great advisor at Theus Wealth Advisors or one who fits your needs even better.

Marathon Financial Group, LLC, doing business as Theus Wealth Advisors, is a small supported advisory firm with three advisers that serves individual clients and high‑net‑worth individuals across about 239 client relationships. It offers personalized financial planning and consulting and typically implements investment recommendations by recommending third‑party asset managers and advising on allocations, with a primary focus on mutual funds and exchange‑traded funds. The firm does not provide discretionary portfolio management or custody of client assets; instead it acts as a co‑advisor to third‑party asset managers and reports regulatory assets under management of zero while disclosing approximately $77.8 million in assets under advisement. Its process emphasizes client‑specific planning, periodic reviews, and coordination with TPAM custodians and model portfolios, and it also provides educational seminars and workshops and maintains social media channels for outreach. Distinctive features noted in the brochure include an affiliation with a certified public accounting firm that can lead to cross‑referrals and bundled accounting services, and a marketing presence that incorporates social media and the use of client testimonials. The firm also discloses that some staff are licensed insurance agents and that a portion of revenue is commission‑based and that it shares fees received by recommended third‑party managers, with disclosures intended to mitigate related conflicts of interest.

To learn more about the advisors currently working at Theus Wealth Advisors, 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.

You can also browse Theus Wealth Advisors's office locations.