It’s not about us. It’s about you.
When you work with Marathon Wealth Management, our sole focus is on you. Our work is about clarifying your goals, projecting into the future with you, and helping to crystalize a plan to get you to where you want to be.
It’s about empowerment.
We believe in you, even when you may doubt yourself, or when times are tough. It’s our job to keep you on track towards your goals, inspire you to take action, and to have difficult conversations when the need arises. We stand with you through life’s transition stages, and we celebrate with you as you move into the future and towards your goals. We are here, with you, for the whole marathon.
We get excited when you achieve your goals.
Watching you achieve life’s important milestones and reach your goals as a result of our financial life planning process we embarked on together is special to us. It’s why we come to work every day, and it’s why we’d love the opportunity to run this marathon with you.
Okay, a little about us…
Marathon Wealth Management is a fee-only, independent advisory firm whose sole purpose is to help individuals achieve whatever they set their mind to with a sound financial plan and a strong commitment to their life’s ideals.
“We believe financial planning is a marathon, not a sprint.” - Aaron Lieberman