Marathon Strategic Advisors LLC

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Description

Our vision is to help our clients comfortably reach their investment goals; to provide them with the highest possible level of service; and to become their most highly trusted investment professionals.Our mission is to build long-lasting relationships with our clients, and to provide them with investment solutions that effectively help them accumulate and maintain wealth over the long run. Further, our mission is to always put our clients first and provide unbiased investment advice that enhances their personal and financial well-being.Marathon Strategic Advisors, LLC (Marathon) is an Ohio based fee-only investment advisory firm that has served investors since 1999. We create custom-made investment portfolios based on a client’s unique financial goals, risk tolerances, investment return expectations, investment horizons, tax bracket, and cash flow needs. We specialize in developing, implementing, and maintaining investment portfolios for individual investors (including IRAs), corporations (including 401(k)s and pensions), trusts, estates, and charitable organizations.

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