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Marathon Financial Group

EST. AUM
$307,831,128

CONTACTS
3

CLIENT ACCOUNTS
656

Firm Details

Metro area Boston
CRD Number 338006
Website meetmarathon.com
Client types

Overview

The firm specializes in designing a path to financial freedom and eventually ‘retirement on clients' terms’ through planning, organizing, investing, protecting, and maximizing benefits. The physicians with whom they work are well-compensated and highly intelligent but do not have adequate time to research and self-manage all the myriad components of their financial situation. Understanding the time constraints and sometimes overwhelming demands of balancing life and career, they are sophisticated in their solutions yet direct and to the point. In addition, they are fully transparent regarding fee structure.

Platform Details

Investment Preferences

Alternative Activity

Address

925 West Lancaster Ave
Suite 220
Bryn Mawr, PA 19010
Tel: (610) 642-1481 

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