MARATHON RETIREMENT PLANNING

Overview

Marathon Retirement Planning is an independent registered investment adviser that focuses on individual and family clients, delivering financial planning and portfolio management with a flexible fee mix (percent of AUM, hourly, and fixed-fee engagements). The firm acts as a capital allocator and uses third‑party managers when appropriate, indicating a willingness to blend in-house advice with outsourced expertise. Core advisory services include financial planning, portfolio management for individuals and small businesses, selection of other advisers, and educational seminars and workshops. Investment practice tilts toward pooled public funds and managed vehicles rather than primarily direct-stock active trading. The firm is not an active ESG investor and is structured as a corporation owned by an individual. Marathon Retirement Planning also has an insurance affiliation, which it can use when integrating insurance products into client plans.

Assets & Accounts

Public Holdings

Investments & Alternatives

Location & Offices