Marathon Financial embraces a team approach to helping clients with their long-term financial needs. Our staff all have different (yet overlapping) abilities, duties, and interests. At present, we have three advisors and two administrative staff. Our advisors represent a range of ages from late 20s to early 60s. The diversity of these ages is very intentional. This broad range of life experiences better informs the advice we can deliver to you, our client.

When you become a client, you do not have just one person in our office who does everything for you. You have access to our whole team and you get the benefit of our collective experience. It also means that—no matter what—someone will always be available to answer your question in a timely fashion. So whether you need an overarching strategy for your retirement income, help in changing your monthly Roth IRA contribution, or a distribution from an account, we will be able to provide what you need, when you need it.