Marathon Wealth Incorporated

The firm provides financial planning, portfolio management, and general consulting to individuals, families and small business owners. At the outset of each engagement it gathers client information to develop a Financial Profile and an individualized Investment Plan, and it may present a written financial plan that clients can elect to have implemented through ongoing portfolio management.

Portfolios are managed on a discretionary basis according to each client’s Investment Plan, with an emphasis on strategic asset allocation across mutual funds and ETFs and, on a limited basis, individual bonds and stocks. The adviser uses a mix of long‑ and short‑term purchase strategies, addresses risk through diversification among equity, fixed income and international pooled funds, and performs portfolio reviews at least quarterly with portfolio-level monitoring on a weekly basis.

Distinctive features disclosed in the brochure include management of roughly $12.4 million for about 50+ clients and participation in the TradePMR adviser program (with custody also maintained at Interactive Brokers and Betterment), through which the firm receives software, research and access to institutional mutual funds that normally carry higher minimums — a disclosed economic benefit that may influence custodian selection. The firm also generally does not vote client proxies (custodians forward proxy materials directly to clients) and offers stand‑alone financial consulting on an hourly ($150–$300) or fixed‑fee basis rather than performance‑based compensation.