Our vision is to help our
clients comfortably reach their investment goals;
to provide them with the highest possible level
of service; and to become their most highly
trusted investment professionals.
Our mission is to build long-lasting
relationships with our clients, and to provide
them with investment solutions that effectively
help them accumulate and maintain wealth over
the long run. Further, our mission is to always
put our clients first and provide unbiased investment
advice that enhances their personal and financial
Marathon Strategic Advisors, LLC (Marathon) is an Ohio
based fee-only investment advisory firm that has served
investors since 1999. We create custom-made investment portfolios
based on a client’s unique financial goals, risk tolerances,
investment return expectations, investment horizons, tax
bracket, and cash flow needs. We specialize in developing,
implementing, and maintaining investment portfolios for
individual investors (including IRAs), corporations (including
401(k)s and pensions), trusts, estates, and charitable organizations.
At Marathon, our primary focus is on our clients, and helping
them reach their long-term financial goals. We work closely
to understand their financial needs, values, and life circumstances.
We engage our clients in an educational process of understanding
the long-term relationships between investment return expectations
and risk tolerance. We believe education is the first step
toward providing sound investment advice. Our second focus
is on achieving strong long-term investment returns.
We are not stockbrokers or financial planners, and we do
not have relationships with any other financial firm. We
do not sell insurance, annuities, or any other products.
We are fee-only, independent investment consultants who
specialize in managing investment portfolios for our clients.
Since we are only compensated directly by our clients and
receive no commissions or economic reward from any other
party, we do not have conflicts of interest. With this no-conflict
reward system, clients can be assured that we only craft
investment solutions and initiate security transactions
that we believe are in our client’s best interest.
Our goal is to maximize our client’s wealth, not our