Marathon Strategic Advisors, LLC is a Pennsylvania-based fee-only investment advisory firm that has been serving investors since 1999. They specialize in creating custom-made investment portfolios for individual investors, corporations, trusts, estates, and charitable organizations, based on their clients' unique financial goals, risk tolerances, and investment horizons. With a focus on long-term financial goals, Marathon works closely with their clients to understand their financial needs and values, acting as a financial quarterback and facilitating communication with other professionals. They strive to build lifelong, multigenerational client relationships.
Marathon's mission is to build long-lasting relationships with their clients and provide them with investment solutions that effectively help them accumulate and maintain wealth over the long run. Their vision is to help their clients comfortably reach their investment goals, providing them with the highest level of service and becoming their most highly trusted investment professionals. As a fee-only firm, Marathon is only compensated directly by their clients and has no conflicts of interest, ensuring unbiased investment advice that enhances their clients' personal and financial well-being.
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