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Marathon Strategic Advisors, LLC

EST. AUM
$182,742,274

CONTACTS
1

CLIENT ACCOUNTS
600

Firm Details

Metro area Pittsburgh
CRD Number 117108
Website mstrategic.com
Client types

Overview

Marathon Strategic Advisors, LLC is a fee-only registered investment advisory firm based in Massachusetts, offering discretionary investment management and comprehensive financial planning services. The firm serves individuals, families, retirement plans, trusts, and nonprofit institutions through customized portfolios tailored to each client’s objectives, risk tolerance, and tax considerations. Founded with a fiduciary mindset, Marathon operates independently of broker-dealers or product commissions, focusing on long-term asset allocation strategies and disciplined wealth management. Their advisory model emphasizes transparency, diversification, and direct client relationships rather than pooled investment vehicles or fund management.

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Alternative Activity

Address

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

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