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It's a Long Road - We Are Here To Help!


Our goal is to provide unbiased advice through an understanding of your vision and financial ambitions.

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Are you retirement ready?

At Marathon, we serve as your financial advisor and source of support. Our financial advisors are dedicated to simplifying the complexities of the financial world, and as your advocate, we strive to learn about your most-valued goals and dreams. From individual investors to entrepreneurs, our services are designed to help for your success.

Our Firm

Our Firm

As an independent firm, we are committed to offering complete objectivity and unbiased advice.

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Our Services

Our Services

We offer a full range of investment and financial services and have access to a wide array of strategies.

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Our Approach

Our Approach

We strive to build long-lasting relationships with our clients, offering education and guidance.

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Retirement Accounts When You Change Your Job

This video explores what to do with retirement accounts when you move on from your job.
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Bull and Bear Go To Market

Learn about the difference between bulls and bears—markets, that is!
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Consider These 3 Things Before Driving Off the Lot

Here are 3 quick tips to keep in mind when buying or leasing your next vehicle.
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4 Critical Social Security Facts

Social Security is a significant concern for many Americans and plays a vital role in retirement. Learn about  important Social Security facts and what you should know as an investor.

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"Financial freedom is available to those who learn about it and work for it."

- Robert Kiyosaki

"A good financial plan is a road map that shows us exactly how the choices we make today will affect our future."

- Alexa Von Tobeln

"Look before, or you’ll find yourself behind."

- Benjamin Franklin

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