Slide Your Interests Always Come First We offer conflict-free investment advice and management. We do not accept any form of compensation from banks, brokers, insurance companies, or any other financial institution. Thus, we have no incentive to sell you products or purchase investments for your account that are not in your best interest. Slide Fee-Only Investment Management We serve clients with the highest standards of ethics, integrity, and professionalism. Also, we promise to always give unbiased advice and service that is in your best interest. Slide Direct Access to Your Portfolio Manager Each client has easy access to their portfolio manager.
Clients are not forced to talk with a less-qualified salesperson.
Slide Custom-Tailored Investment Portfolios Each portfolio is customized to achieve specific investment objectives that are established via personal consultation with a portfolio manager. Slide High Quality Investment Manager Compare our superior background and experience to any financial advisor or mutual fund manager.
Our qualifications are at the top of our industry.
Slide Minimize Portfolio Expenses Generally, fee-only investment managers are less expensive than mutual funds, “fee-based,” and “commissioned” managers because they do not sell products. Fee-only managers are also less expensive because they can cut middleman expenses out of your investment solution. Slide Independently Owned and Controlled Investment Firm No corporate money-making policy or boss can try to force us to compromise our principles!
We always focus on doing what is best for our clients.
Slide Personal Interest in You Our clients are very important and personal to us. We care for their well-being and the well-being of their families. Our goal is to serve you and your families for many generations. Slide Risk-Reducing Strategies We attempt to curtail investment risk and principal loss through diversification, research, and diligence. Slide Separate Account Management Each client as their own separate portfolio. This makes the investment process transparent to the client. It is easy for the client to see exactly what they own and exactly what it happening in their portfolio. Slide Fewer Worries You can be more confident and at-ease with your financial future knowing that a highly-trained professional is continuously monitoring your investments. Slide Maximize After-Tax Returns Our disciplined investment strategy emphasizes infrequent trading (low portfolio turnover). You will benefit from the deferral of capital gains, lower long-term capital gains rates, and fewer transaction-related expenses. Slide We Can Help in All Investing Environments In strong and weak markets, our clients benefit from our equities, fixed-income, real estate, and alternative investment expertise. Slide Mulitple Types of Accounts We can help manage almost any investment account type that a client may have including: Individual, Joint Tenants, Corporate, Partnerships, Estate, Trust, Custodial, Profit Sharing, Money Purchase Pension, Traditional IRA, Roth IRA, IRA Rollovers, Educational IRA’s, Simple IRA, SEP IRA, 401(k), Individual 401(k), Keogh, 529 Plans and other account types.
Investment Managers That Put The Client’s Interest First

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.

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Nicholas E. Terezis, CFA, MBA

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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.

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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.