Broker Check


At Marathon Financial, we act as fiduciaries with all our clients and all their accounts. We put the interest of our client first. That’s a fancy word that means that we take the trust you place in us very seriously. We give advice that we believe is in your best interests for the long run. That means there might be times when we advise you to take an action that results in less income for us. We happily do this, because we believe that doing the right thing is far more important than making more money. That is the right way to live life and to run a business, so that is what we do.

We are a small, locally owned firm with deep connections to our community. We value the relationships we build with all of our clients—and we never lose sight of the fact that our clients are real people, not dollar signs. We would be humbled to serve your needs and help you navigate towards successfully meeting your long-term goals.