2Q : Happy 244th Birthday USA!

The Fourth of July has been a federal holiday since 1941. It is noteworthy that on July 2nd, the Continental Congress voted unanimously in favor of independence and it was two days later delegates from the 13 colonies adopted the Declaration of Independence, drafted by Thomas Jefferson, who was 33 years old at the time.

WELCOME

Welcome to our homepage! In order to be successful and accomplish your dreams, one must be consciously pro-active in their journey. We strive to build relationships that strengthen, encourage and amplify your financial efforts that ultimately affect every aspect of your life. Whether you're a client or just visiting, we hope this site provides you with educational resources, a portal to being involved with your finances, a background of Marathon's services, a portrait of who we are and what makes us different. 

OUR SERVICES

Achieving financial success doesn't have to be complicated. It's a matter of deciding what you want to attain and creating a plan to get you there. That's where we can help. At Marathon Investment Management, we'll work with you to define your goals and develop a blueprint for managing your money and building your wealth. 

NEWSLETTER

Our e-newsletter covers timely financial news and planning strategies you can put to use. You will be able to unsubscribe at any time, and this service is free! Please let us know if you enjoy receiving the email updates and if there are any topics you'd like us to cover.

TEAM

We use a collaborative, holistic, constructive process inspired in the name of a common purpose: helping clients fulfill their financial goals.