Theus Wealth Advisors

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Client assets under management

Clients

239

0% high-net worth

Advisors

of 4 employees

Firm type

Supported

1-3 advisors or $200M+ in AUM

Clients per advisor

High

Average account size

About

Marathon Financial Group, LLC, doing business as Theus Wealth Advisors, is a small supported advisory firm with three advisers that serves individual clients and high‑net‑worth individuals across about 239 client relationships. It offers personalized financial planning and consulting and typically implements investment recommendations by recommending third‑party asset managers and advising on allocations, with a primary focus on mutual funds and exchange‑traded funds.

The firm does not provide discretionary portfolio management or custody of client assets; instead it acts as a co‑advisor to third‑party asset managers and reports regulatory assets under management of zero while disclosing approximately $77.8 million in assets under advisement. Its process emphasizes client‑specific planning, periodic reviews, and coordination with TPAM custodians and model portfolios, and it also provides educational seminars and workshops and maintains social media channels for outreach.

Distinctive features noted in the brochure include an affiliation with a certified public accounting firm that can lead to cross‑referrals and bundled accounting services, and a marketing presence that incorporates social media and the use of client testimonials. The firm also discloses that some staff are licensed insurance agents and that a portion of revenue is commission‑based and that it shares fees received by recommended third‑party managers, with disclosures intended to mitigate related conflicts of interest.

Client services

Financial planning Selection of other advisers Educational seminars or workshops

Expertise

General retirement planning General tax planning Cash flow / budgeting

Occupation focus

Military & Veterans

Fee options

Fixed

Fixed fee financial planning and consulting services from $500 to $1,500, negotiable

Commissions

Commission-based compensation earned from insurance product sales; approximately 15% of firm's revenue from commissions

Other

Minimum fee: Financial planning and consulting fixed fees between $500 and $1,500, negotiable based on complexity Fee-only: Financial planning and consulting fixed fees between $500 and $1,500

Main office location

Theus Wealth Advisors

Sunbury OH, United States

Number of offices

Most active in

Maryland · Ohio · Texas

Disclosures

Business activities & affiliations

Is active or affiliated with:

Accountant / CPA / tax prep

They offer tax and accounting services, typically for separate fees.

Is not active or affiliated with:

Insurance agent

They sell insurance products and may earn commissions on those sales.

Broker-dealer / trader

They provide brokerage services and may earn transaction-based compensation in addition to advisory fees.

Bank

They're affiliated with a bank that may offer its own financial products and services.

Trust company

They provide trust and estate administration services, typically for separate fees.

Fund sponsor

They manage or sponsor investment funds and may earn management or performance-based fees if clients invest in them.

Lawyer

They provide legal services, typically billed separately.

Real estate agent

They facilitate real estate transactions and may earn commissions.

Other specialized services

They may provide services such as pension consulting or municipal advisory work, typically for separate fees.

Forms ADV

Form ADV Part 2: Client Brochure

Quick links

LinkedIn Facebook X Website 443-718-6310

Advisors at this firm

Laura W

Series 65

Columbia, MD

Theus Wealth Advisors

Laura Walsh is a financial advisor at Theus Wealth Advisors in Columbia, MD, holding a Series 65 designation with 10 years of industry experience. She has worked at Marathon Financial Group, LLC since 2014 and has been involved with Walsh & Company, P.A. since 1997. Theus Wealth Advisors provides personalized financial planning and consulting to both non-high-net-worth and high-net-worth individuals. The firm assists clients in selecting and monitoring third-party asset managers and employs fundamental, technical, and cyclical methods in constructing client strategies.

General retirement planning General tax planning Cash flow / budgeting Military & Veterans

Donald B

Series 65

Sunbury, OH

Theus Wealth Advisors

Donald Bussell is a financial advisor at Theus Wealth Advisors with five years of industry experience. He holds a Series 65 designation and has a background serving in the United States Marine Corps Reserve since 2019. Theus Wealth Advisors provides personalized financial planning and consulting to both non-high-net-worth and high-net-worth individuals. The firm assists clients in selecting and monitoring third-party asset managers, utilizing fundamental, technical, and cyclical methods to develop client strategies.

General retirement planning General tax planning Cash flow / budgeting Military & Veterans

James F

PFS™, Series 63, Series 66

Sunbury, OH

Theus Wealth Advisors

James Fisher is a financial advisor at Theus Wealth Advisors with 12 years of industry experience. He holds the PFS™ designation along with Series 63 and Series 66 licenses. Fisher has been with Theus Wealth Advisors since 2015 and concurrently owns and operates The CPA Advantage, a certified public accounting firm. Theus Wealth Advisors provides personalized financial planning and consulting to both non-high-net-worth and high-net-worth individuals. The firm assists clients in selecting and monitoring third-party asset managers, relying on their model portfolios and trade execution rather than managing portfolios in-house.

General retirement planning General tax planning Cash flow / budgeting Military & Veterans

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