It’s our job to navigate the increasingly complex financial world and to break down the moving parts into a cohesive and easy to understand action plan. It’s your job to ask questions, take ownership of your plan, and work towards your goals.
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.
At Marathon Wealth Management we want you to know what we’re made of…
INTEGRITY
Integrity is the foundation of our entire business. We’ll always be forthright and transparent about how to address your financial situation.
PERSONAL
Our team and our clients are like family. We will treat you as such, customizing a plan for your needs.
COMMUNICATIVE
Expect to hear from us, sometimes just to check-in. We believe an informed client is a better advocate for his or her interests. Keeping the lines of communication open ensures we’re always moving forward together.
COLLABORATIVE
We share ideas, knowledge, and feedback freely and work together seamlessly to harness the most success for every client’s plan.
OBJECTIVE
As an independent firm, our compensation is not based on how much we sell. It’s based on the advice we offer. We are wholly invested in your success and provide guidance based on our mutual aspirations of supporting your financial goals.