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Marathon Financial Services is built on great relationships.

While we are very focused on your finances and investments, we know that money is just a tool to fund the important things in your life. Understanding your life, commitments, values, and goals is vital for shaping the best path for managing your finances.

We start by getting to know you. Together, we will explore your life story and how you got to where you are now. It is important for us to understand both your successes and your struggles. From this foundation, we can explore where you want to go next in life. When we have a full picture of your situation, we can do a much better job of giving advice—through preparing an action plan that helps you get where you want to go.

Relationships are two-way streets. For this relationship to work well, it is essential for you to be comfortable with us. As such, we are also happy to share our story with you.