Marathon Financial Group

Michael Neill is a CFA® charterholder with three years of industry experience. He is currently affiliated with Marathon Financial Group and has previously worked at firms including NewEdge Advisors, LLC, Corient Services LLC, and BNY Mellon Wealth Management. Marathon Financial Group is a small advisory team managing approximately $289 million for about 115 clients, serving individuals, trusts, estates, charitable organizations, and business entities. The firm employs a goals-based, planning-driven investment approach focused on long-term, tax-conscious equity portfolios that combine individual U.S. companies and ETFs.

Charles Brown is a financial advisor at Marathon Financial Group with 15 years of industry experience. He holds Series 63 and Series 65 licenses and has worked at firms including NewEdge Advisors, MassMutual Life Insurance Co, and Baystate Financial. Marathon Financial Group is a small advisory team managing approximately $289 million for individuals, trusts, estates, charitable organizations, and business entities. The firm employs a goals-based, planning-driven investment approach focused on long-term, tax-conscious equity portfolios combining individual U.S. companies and ETFs.

Connor Gallivan is a financial advisor at Marathon Financial Group in Boston, MA, with nine years of industry experience. He holds Series 63 and Series 65 licenses and has worked previously at NewEdge Advisors, Guardian Life Insurance Company, and Putnam Retail Management. Marathon Financial Group is a team of four professionals managing approximately $289 million for about 115 clients. The firm serves individuals, trusts, estates, charitable organizations, and business entities, offering comprehensive financial planning, discretionary investment management, and consulting with a goals-based, planning-driven approach focused on long-term, tax-conscious equity portfolios.

Jonathan Yeager is a financial advisor at Marathon Financial Group with 18 years of industry experience. He holds the Series 66 designation and has worked at firms including RFG Advisory, NewEdge Securities, and Axa Advisors. Yeager serves on the Executive Leadership Team of the Alabama Alzheimer's Association, focusing on fundraising and recruiting efforts. Marathon Financial Group is a team of four professionals managing approximately $289 million for about 115 clients, including individuals, trusts, estates, charitable organizations, and business entities. The firm provides comprehensive financial planning, discretionary investment management, and consulting, following a goals-based, planning-driven investment approach with an emphasis on long-term, tax-conscious equity portfolios.