Marathon Financial Group
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Overview
10 - 49
Employees
2016
Year Founded
ABOUT MARATHON FINANCIAL GROUP
Wealth Management Simplified
Marathon Financial Group is a U.S. firm that assists professionals and retirees in managing their finances and preparing for the future. Their services include retirement planning, investment management, asset protection, and estate planning. Operating as fiduciaries, their team prioritizes the best interests of their clients. They aim to simplify financial planning, maintain regular communication, and respond promptly to client requests. Marathon collaborates with reputable companies such as New Edge Advisors and Fidelity to provide clients with reliable support and security for their investments.
LANGUAGES SPOKEN
English
HIGHLIGHTS
10 - 49
Employees
2016
Year Founded
Services
Focus
Industries
Clients
Services Provided
69% Wealth Management
20% Retirement Planning Services
11% Estate Planning Services
About the Team
OUR STORY
Marathon Financial Group is a dedicated wealth management firm acting as a personal CFO for retirees and mid-career professionals. Committed to empowering clients on their journey to financial freedom, they blend deep technical expertise with a client-centered approach to simplify complex financial strategies. Emphasizing education and proactive service, they alleviate stress and decision fatigue in an information-heavy world. As fiduciaries, they prioritize clients' best interests through genuine stewardship, building enduring relationships across generations with tailored strategies for every household. Their team, led by founder Charlie Brown IV, operates with authenticity, urgency, and accountability, offering clarity and zero conflicts. Marathon Financial Group's mission is to help busy individuals manage their financial lives confidently and efficiently, ensuring peace of mind throughout their financial journey.
