Advisor at Marathon Financial Advisors
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Firm
Marathon Financial Advisors
Location
Pacific Grove, CA 93950
Credentials
CFP®
Industry experience
6 years
Lynda Johnson is a CFP® professional with six years of industry experience, currently serving as an advisor at Marathon Financial Advisors in Pacific Grove, CA. She works alongside a small team of two advisors at a firm established in 1983. Marathon Financial Advisors provides personalized investment management and financial planning to individuals, pension and profit-sharing plans, trusts, estates, charitable organizations, and small businesses. The firm employs a strategic asset allocation framework with a core-and-satellite approach and global diversification, primarily using no-load mutual funds and ETFs, and manages nearly all assets on a non-discretionary basis.
Account minimum: No stated minimum; the firm has discretion to waive minimums and may waive minimum fees based on various criteria. Minimum fee: Firm may waive minimum fee and/or charge a lesser investment advisory fee at its discretion based on client criteria. Fee-only: Firm is strictly fee-only; does not accept commissions or fees of any kind other than investment advisory fees.
170 17 Th St., Suite E
Pacific Grove, CA 93950
California
Marathon Financial Advisors
1983 - Present (43 years)
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