Marathon Wealth Management, LLC

Overview

Marathon Wealth Management, LLC is an independent registered investment adviser focused on serving individual and family clients with financial planning and discretionary portfolio management. The firm uses a blended fee model — percentage of assets under management, hourly fees and fixed fees — which allows it to tailor billing to different client needs and planning engagements. Marathon tends to structure portfolios around publicly traded mutual funds and other pooled vehicles as the primary building blocks, while supplementing client portfolios with alternative strategies where appropriate. The firm does not position itself as a capital allocator running proprietary funds; instead it allocates client capital to third‑party managers and registered investment products. Marathon is not an active ESG investor and is not registered as a multi‑state adviser, suggesting a more locally oriented client base and a traditional approach to manager selection. The business emphasizes long‑term planning and portfolio construction for individuals and small businesses rather than institutional pension consulting or family office management.

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Location & Offices