Marathon Financial Group, LLC

What Marathon Financial Group, LLC does

Marathon Financial Group, LLC is a privately-held, SEC-registered investment advisor (RIA; CRD #338006) founded in 2016 and headquartered in Boston, Massachusetts, with a second office in Providence, Rhode Island. The firm operates as a high-touch, fee-only wealth management practice built around a "personal CFO" service model for retirees and high-earning mid-career professionals — specifically corporate professionals, physicians, attorneys, and business owners — as well as individuals and families navigating life transitions. Service delivery is anchored in a five-step planning process (Discover, Organize, Educate, Implement, Delegate) with ongoing year-round portfolio reviews, proactive tax planning, and coordinated estate, insurance, and retirement income planning.

The core product platform consists of Wealth Management, Investment Management, and Personalized Wealth Management as core offerings, with specialized add-on modules for Retirement, Estate, Tax, and Insurance Planning, plus verticalized tracks for physicians (student debt, RVU-based compensation, malpractice), executives (equity awards, 10b5-1 plans, concentrated stock), and business owners (succession and exit planning). Investment management follows a goals-based, planning-driven philosophy combining long-term strategic asset allocation with tactical adjustments, tax-efficient ETF usage, and direct ownership of individual companies, grounded in fundamental due-diligence research. The technology stack is conventional RIA tooling: eMoney for client portal/account aggregation, Fidelity for custody and trading access, and FMG Suite for content marketing — there is no proprietary AI/ML capability.

The business model is fee-based recurring revenue (AUM-based or flat-fee financial planning), generated through direct, relationship-driven advisory engagements rather than third-party distribution. The team is small (7-8 employees) and includes credentialed professionals (CFP®, CFA®, CPA) with prior institutional experience at Edward Jones, BNY Mellon Wealth Management, UNUM, and Putnam Investments. Planning capacity is augmented through a partnership with Foundation Financial Planning. The firm is founder-owned (Charlie Brown IV, CFP®) with no disclosed institutional investors, no parent company, no funding rounds, and no M&A history, and operates under a deliberately stated "great over big" growth philosophy.

Name

Marathon Financial Group, LLC

Legal name

Marathon Financial Group, LLC

Website

https://meetmarathon.com

Company type

Private

Operating status

Operating

Headcount range

1–10 employees

Short description

Marathon Financial Group is a Boston-based, SEC-registered RIA providing high-touch fee-only wealth management as a "personal CFO" for retirees, physicians, attorneys, executives, and business owners, with offices in Boston and Providence.

Ownership category

akta.pro rank

Product category

Wealth Management

akta.pro primary industry

Financial Coaching & Budgeting Advisory (FSAEAAAH)

akta.pro secondary industry

Retirement Planning & Long-Term Financial Planning Tools (FSAGADAI)

Keywords

• Wealth management services
• Financial planning advisory
• Investment management
• Retirement planning
• Estate planning

Headquarters

HQ city

Boston

HQ country

United States

HQ region

North America

Offices2 records

Markets served

GTM type

B2C

Offering type

Services

Cost components

Personnel, Operations, Marketing or Sales, Technology or R&D, Infrastructure

Revenue model

1. Wealth Management Advisory Fees: Fee-based wealth management services providing ongoing financial planning, investment management, and advisory services. The firm acts as a fiduciary, providing personalized wealth solutions for individuals, families, retirees, and business owners with comprehensive planning services including investment management, tax planning, estate planning, and insurance coordination.

Pricing tiers

Go-to-market motion1 record

Distribution channels2 records

Marketing channels5 records

Core offering

Marathon Financial Group is a high-touch, fiduciary wealth management firm that serves as a personal CFO for retirees and high-earning mid-career professionals. It delivers personalized financial planning, goals-based investment management, and ongoing wealth strategies through a five-step process, with specialized planning modules for physicians, executives, and business owners.

Product overview

Marathon Financial Group offers a unified wealth management platform combining personalized financial planning, investment management, and ongoing wealth strategies. The core offering centers on Investment Management using a goals-based, tax-conscious active approach and Personalized Wealth Management delivered through a five-step planning process. Supporting services include Retirement Planning, Estate Planning, Tax Planning, Insurance Planning, and Ongoing Wealth Strategies for continuous portfolio monitoring and adjustments. Specialized modules address specific client segments: Physician Financial Planning for medical professionals, Executive Financial Planning for corporate leaders, and Business Owner Planning for entrepreneurs. A Client Resources and Tools module provides educational content, calculators, and planning resources across multiple financial topics.

Differentiator

Problem solved

Functional benefit

Products and services

• Wealth Management
• Investment Management
• Personalized Wealth Management (Five-Step Planning Process)
• Ongoing Wealth Strategies
• Retirement Planning
• Estate Planning
• Tax Planning
• Insurance Planning
• Physician Financial Planning
• Executive Financial Planning
• Business Owner Planning

Named customers5 records

Segments6 records

Ideal customer profiles5 records

Technology focussed No

API detail

Has API

No

API docs

API detail

Core technology

AI maturity

App detail

Integration2 records

Feature3 records

Partnerships

One partnership is on record.

• Foundation Financial PlanningcoreStrategic or Co-development PartnerThird-party financial planning consulting partnership providing additional planning resources. Brody Rosenfeld, CPA, CFP® and Elias Young, CFP® serve as lead planners with Foundation, creating financial plans for Marathon clients. The relationship extends the firm’s planning capabilities with specialized expertise.

Scale indicators1 record

Recent moves1 record

Expansion highlights5 records

Broad incumbents

• Bessemer Trust: Multi-family office providing wealth management, investment management, and trust services to ultra-HNW families. Overlaps with Marathon's estate planning and HNW service offerings but at the high end of the wealth spectrum.
• Glenmede: Wealth management and investment advisory firm serving HNW individuals, families, and institutions. Comparable fiduciary, fee-based model serving similar clientele though at greater scale.
• Mercer Advisors: Large national RIA offering comprehensive wealth management to HNW individuals, including physicians and business owners. Overlaps materially with Marathon's services and segments but at significantly greater scale and geographic breadth.
• Edelman Financial Engines: One of the largest independent RIAs in the U.S., offering financial planning and investment management to a broad HNW and mass-affluent base. Comparable service set but vastly larger scale and brand recognition.
• Creative Planning: Large national fee-only RIA providing comprehensive financial planning, investment management, and wealth advisory. Overlaps with Marathon's full-service wealth management offering but at significantly larger scale.

Direct peers

• Ballast Rock Private Wealth: Independent wealth management firm offering financial planning and investment advisory to HNW clients. Comparable in boutique RIA positioning and comprehensive planning approach for similar client segments.
• Keen Wealth Advisors: Independent fee-only RIA offering financial planning and investment management to professionals, business owners, and retirees. Comparable in scale, advisor-led model, and personalized planning approach.
• Halbert Hargrove: Independent, fee-only RIA serving HNW individuals, families, and business owners with comprehensive financial planning. Closely comparable in size, fee-only fiduciary structure, and HNW professional clientele.
• Buckingham Strategic Wealth: Boutique RIA providing goals-based financial planning and investment management to HNW individuals and families. Comparable in model (fiduciary, fee-only, planning-driven) and target segment, though larger in scale and part of the Focus Financial Partners network.
• BDF Wealth Partners: Boutique fee-only RIA serving HNW individuals and families with holistic financial planning. Similar in boutique size, fiduciary model, and emphasis on goals-based planning for professionals.

Market position

Strengths4 records

Weaknesses4 records

Competitive moat3 records

Key risks5 records

Key highlights6 records

Customer concentration

• LinkedInlinkedin.com/company/marathon-financial-group-llc

Revenue estimate

Valuation estimate

Number of profiles

Profiles6 records

Funding overview

Funding rounds

Investors

Funding detail is available on the Subscription and Enterprise plan.Contact sales →

M&A

Investments

M&A and investment is available on the Subscription and Enterprise plan.Contact sales →

Frequently asked questions about Marathon Financial Group, LLC