Our Services

At Marathon Strategic Advisors, LLC (Marathon), we create custom-made investment portfolios based on a client’s unique financial goals, risk tolerances, investment return expectations, investment horizons, tax situation, and cash flow needs.  We specialize in developing, implementing, and maintaining investment portfolios for individual investors (including all forms of retirement accounts), corporations (including 401(k)s and pensions), trusts, estates, and charitable organizations.  Additionally when needed, we offer financial planning insight to clients.

Our primary focus is on our clients, and helping them achieve their long-term financial goals. We work closely to understand our client’s financial needs, values, and life circumstances.  Frequently, we act as a financial quarterback, facilitating communications between other professionals including the client’s tax preparer, attorney, and estate planner.  We strive to have life-long, multigenerational, client relationships.

Learn More

Nicholas E. Terezis, CFA, MBA

Read Bio

About Us

Marathon is a Pennsylvania based fee-only investment advisory firm that has served investors since 1999. We are a fee-only, independent investment consultant that specializes in managing investment portfolios for our clients. Most firms have a product-based, sales-driven, business model that limits what they will recommend and creates a disconnect between your interests and theirs. Unlike other firms, 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.

Review Nicholas’ Credentials Here

Stop worrying about your finances! Contact us today for a free consultation.

Our Mission

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 well-being.

Our Vision

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.