Connecting Your Money with Your Values to Help You Confidently Live a Fulfilling Life.

 

At Marathon Wealth Management, our team understands the complexities of balancing work and family while managing your personal wealth. Our goal is to help you live a life of financial independence – it’s what motivates us.

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  • How can we help you bring more value to your life?
  • How can we help you focus on what matters most?
  • How can we help you reach your financial goals and dreams?

Our Why

We believe financial life planning is an ongoing process. It is a holistic approach that puts your interests first and focuses on increasing your sense of financial well-being and life satisfaction. Planning your financial future can be a daunting task. That's where we come in.

We're trained, life-centered financial professionals who can draw on years of experience integrating financial planning & life planning. We hope your visit will help you understand the opportunities and potential rewards that become available when you take a proactive approach to your personal financial situation.

About Us

Why Us

When selecting your wealth management team there are a lot of things to consider. You’ll want a partner who has extensive knowledge from years of experience. You’ll want to know that the advice you receive is objective and specific to you and your needs. More importantly, you’ll want a trusted partner who recognizes that financial planning is a marathon and not a sprint.

Why Us

Services

 

Financial Life Planning®

Financial Life Planning is a holistic process that puts your interests first and focuses on increasing your sense of financial well-being and life satisfaction. Initially, this process will help you to clarify your values, priorities, circumstances, and aspirations ...
 

SMART Goals

When Smart Goals Are not Always Wise. Many of us have been taught about setting goals through the use of the SMART acronym. The theory is that in order to be successful in our pursuits, our goals must be ...
 

Our Financial Life Planning Process

Come meet with us. Let us take a couple hours just to get to know you. There is no need to prepare anything beforehand. We just want to understand what brings joy to your life and gives you purpose...

Our Team