About Company

Marathon Financial Group is a wealth management firm focused on simplifying and organizing the financial lives of busy professionals and retirees across the United States. The company acts as a fiduciary, committed to acting in the best interests of its clients with care, loyalty, and transparency. Marathon Financial Group empowers clients by building financial knowledge and providing integrated planning services that cover retirement, investments, wealth management, asset protection, risk management, college planning, and estate planning. The company primarily serves clients with complex financial situations such as physicians, corporate leaders, business owners, retirees, and semi-retirees. As part of New Edge Advisors, an independent Registered Investment Advisor with significant assets under management, Marathon Financial Group emphasizes proactive communication, prompt responses, and supported independence with rigorous compliance and asset protection through Fidelity Investments.

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