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.