Marathon Financial Strategies

Overview

Marathon Financial Strategies is an independent registered investment adviser that serves individuals and families with a mix of financial planning and discretionary portfolio management targeted at smaller private clients and small businesses. The firm favors equity-oriented portfolios, building most client allocations around exchange-traded equities and equity-focused strategies. Its business model combines traditional percentage-of-assets fees with the option for hourly or fixed-fee engagements, which supports both ongoing portfolio oversight and stand‑alone planning or project work. Advisory activity centers on customized planning and portfolio construction rather than institutional or pension consulting. Marathon does not position itself as an active ESG investor and operates from a single-state footprint rather than a multi-state advisory platform.

Assets & Accounts

Public Holdings

Investments & Alternatives

Location & Offices