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About Marathon Financial Group |
Marathon Financial is an independent advisory firm, with a fiduciary responsibility to our clients. We create confident investors. We offer ongoing investor education, designed to offer each client a basic foundation in sound investment and financial principles, using Nobel Prize winning academic research and the science of capital markets.
What keeps you up at night?
Do you worry about the market?
How much do economic gyrations really affect the market returns?
Are you concerned about making the money last as long as you do?
How would you measure your risk?
Can you control what you're not measuring?
Do you know the warning signs that you, or your broker, are gambling with your money?
How have your protected your personal 'balance sheet'?
Most people are playing chess without the chess board. Our approach encourages understanding the real economics of financial decisions and the importance of growing and protecting your wealth. We take a disciplined and integrated approach to analyzing and optimizing a client?s investments and planning, ensuring the greatest probability for long-term success, with minimal risk. |
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General Information |
| Years of Experience in Financial Services: |
10
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| Number of Years with Current Firm: |
3
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| States Willing to do Business in: |
Annapolis,Annapolis Junction,Baltimore,Beltsville,Bethesda,Burtonsville,Catonsville,Clarksville,College Park,Dayton,Edgewater,Elkridge,Ellicott City,Fort George G Meade,Fulton,Gambrills,Glenelg,Glenwood,Greenbelt,Hanover,Highland,Jessup,Laurel,Marriottsville,Mount Airy,Odenton,Olney,Owings Mills,Potomac,Reisterstown,Rockville,Sandy Spring,Severna Park,Silver Spring,Sykesville,Towson,West Friendship,Woodbine,Woodstock
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| Advisory Services Provided: |
Financial Planning for Businesses, Financial Planning for Individuals, 401K Rollovers, Retirement Planning, Portfolio Management, Financial Advice & Consulting, Insurance Planning
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Frequently Asked Questions |
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Do you have a customer satisfaction or refund policy? |
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