Marathon Wealth Partners, Inc

Overview

Marathon Wealth Partners, Inc. is an independent registered investment adviser that focuses on financial planning and portfolio management for individuals, families and small business owners. The firm operates on a fee-based model (percentage of AUM and fixed fees) and tends to implement client portfolios with a clear tilt toward listed equities. Marathon is not structured as a multi-state or institutional pension consultant and does not position itself as a dedicated capital allocator, but it will use third‑party managers where appropriate—most notably for real estate exposures. Investment implementation appears to be centered on separately managed account (SMA) strategies and exchange‑traded vehicles held at a major custodial platform. Marathon is not an active ESG investor and the firm’s product mix includes traditional mutual funds and insurance solutions (annuities) alongside equity holdings. The adviser’s client mix and account structure indicate a high-touch practice oriented toward larger retail and family relationships.

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