Marathon Financial Group

Overview

Marathon Financial Group is an independent registered investment adviser organized as a limited liability company and listed as SEC-registered in 2025. The firm is owned by an individual and serves primarily individual and family clients. Its fee model includes both a percentage-of-assets approach and fixed fees. Marathon's stated advisory services focus on financial planning and discretionary portfolio management for individuals, small businesses, and business/institutional clients. The firm does not identify as an active ESG investor, is not classified as a capital allocator, and does not report pension consulting or related-adviser status.

Assets & Accounts

Investments & Alternatives

Location & Offices