Our Services

Marathon Wealth Management


"Where Wealth's Purpose Meets Life's Purpose"


Our Vision Statement: To be enthusiastic advocates for our clients' desired futures.


  


Financial Planning*


Retirement Planning*


Education Planning*


Estate Planning*


Portfolio Management*



Risk Management


Financial Education*


Long Term Care Insurance


eMoney Wealth Management System


 


*Securities and Investment Advisory Services offered through Geneos Wealth Management, Inc. Member FINRA/SIPC