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Our Investment Philosophy

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At Marathon Wealth Advisors, our investment philosophy is rooted in our fiduciary commitment to act solely in our clients’ best interests. We believe that successful wealth management requires more than portfolio construction - it demands a disciplined process of rigorous investment vetting, continuous market evaluation, and strategic adaptability. Our approach integrates macroeconomic analysis with  customized portfolios designed to reflect each client’s objectives and specific life and financial circumstances. Through a unique method of accessing diversified asset classes, we seek to balance resilience and opportunity in every market environment, ensuring that each strategy aligns with our clients’ long-term financial goals to deliver the highest success probability.

Chicago

203 N LaSalle Street, Suite 2100
Chicago, IL 60601

312-620-8608

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Metro Detroit

100 W Big Beaver Road, Suite 200
Troy, MI 48084

248-491-8704

© 2026 Marathon Wealth Advisors. All rights reserved. Marathon Wealth Advisors is a marketing brand name offering financial services. All investment advisory services are offered through Savvy Advisors, Inc. (“Savvy Advisors”). Savvy Advisors is an SEC registered investment adviser. Savvy Wealth Inc is a tech company and the parent company of Savvy Advisors Inc. Material contained herein has been created for informational purposes only and should not be considered tax or legal advice. Information was obtained from sources believed to be reliable but was not verified for accuracy. It is important to note that federal tax laws under the Internal Revenue Code of the United States are subject to change, therefore it is the responsibility of taxpayers to verify their taxation obligations. You should consult with your tax professional(s) to obtain specific information regarding costs, fees and other factors to consider to make informed decisions about your retirement. Savvy, Brandon Mull and Marathon Wealth Advisors do not provide legal or tax advice. For information about Savvy, visit our website: www.SavvyWealth.com. For more information about Savvy’s investment advisory business, please see our Form ADV and Form CRS.

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