Marathon Wealth Management, Inc.

The firm provides investment management and wealth management services to individuals, high-net-worth clients, trusts, estates, businesses and retirement plans, and also offers standalone and subscription financial life‑planning engagements. Services include discretionary portfolio management, comprehensive financial planning, and retirement plan advisory work intended to assist plan sponsors with ERISA-related oversight.

The firm’s investment approach is primarily long‑term and centered on diversified, low‑cost mutual funds and ETFs while retaining the flexibility to use individual securities, bonds or options where appropriate. Research draws on fundamental, technical, cyclical and charting analysis, and the advisor implements portfolios to align with each client’s stated goals, risk tolerance and any client‑imposed restrictions, with periodic rebalancing and due diligence on third‑party managers when used.

Compared with peers, the firm operates with a single advisor overseeing a relatively large asset base and a small client roster, which corresponds with a focus on comprehensive, higher‑contact relationships rather than volume. It also maintains a less common combination of billing options (including fixed periodic wealth‑management fees alongside AUM‑based arrangements and a subscription planning option) and the firm’s principal holds divorce‑finance credentials and operates a separate divorce‑financial consultancy, an atypical outside business activity for a firm of this size.