Sunbury, OH Office
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Theus Wealth Advisors
Supported
Firm-wide stats for Theus Wealth Advisors
About
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.
Based on Theus Wealth Advisors
Expertise
Based on Theus Wealth Advisors
Location
Sunbury OH
Advisors at this office
3
Advisors at this office
J'neanne T
Series 63, Series 65
Sunbury, OH
Theus Wealth Advisors
J'neanne Theus is a financial advisor at Theus Wealth Advisors with 21 years of industry experience. She holds Series 63 and Series 65 licenses and has been with the firm, formerly Marathon Financial Group, since 2014. In addition to her advisory role, she is a Chartered Federal Employee Benefits Consultant, specializing in designing benefit packages for federal and military employees. Theus Wealth Advisors is a small supported firm serving individual and high-net-worth clients through personalized financial planning and consulting. The firm acts as a co-advisor to third-party asset managers, focusing on mutual funds and ETFs, and emphasizes client-specific planning, periodic reviews, and coordination with custodians.
Donald B
Series 65
Sunbury, OH
Theus Wealth Advisors
Donald Bussell is a financial advisor at Theus Wealth Advisors with five years of industry experience. He holds a Series 65 designation and has a background serving in the United States Marine Corps Reserve since 2019. Theus Wealth Advisors provides personalized financial planning and consulting to both non-high-net-worth and high-net-worth individuals. The firm assists clients in selecting and monitoring third-party asset managers, utilizing fundamental, technical, and cyclical methods to develop client strategies.
James F
PFS™, Series 63, Series 66
Sunbury, OH
Theus Wealth Advisors
James Fisher is a financial advisor at Theus Wealth Advisors with 12 years of industry experience. He holds the PFS™ designation along with Series 63 and Series 66 licenses. Fisher has been with Theus Wealth Advisors since 2015 and concurrently owns and operates The CPA Advantage, a certified public accounting firm. Theus Wealth Advisors provides personalized financial planning and consulting to both non-high-net-worth and high-net-worth individuals. The firm assists clients in selecting and monitoring third-party asset managers, relying on their model portfolios and trade execution rather than managing portfolios in-house.
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