Advisor at Marathon Financial Advisors
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Firm
Marathon Financial Advisors
Location
Unit 616, CA
Credentials
Series 63, Series 65
Industry experience
13 years
Matthew Johnson is a financial advisor at Marathon Financial Advisors with 13 years of industry experience. He holds Series 63 and Series 65 designations and has been with Marathon Financial Advisors since 2005. Marathon Financial Advisors provides personalized investment management and financial planning services 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.
Unit 616, CA
California
Marathon Financial Advisors
2005 - Present (21 years)
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