INTEGRATED WEALTH MANAGEMENT

Your Financial Life, Considered as a Whole.

Marathon’s integrated team of financial advisors and CPA partners brings investment management, financial planning, tax strategy, and estate coordination together around your goals. You benefit from sophisticated wealth management resources and the personal care of a dedicated boutique team.

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Our Integrated Services

Investment Management • Financial Planning • Tax Optimization • Estate Planning

Investment Management

MULTI-ASSET PORTFOLIOS, TAILORED FOR YOUR FINANCIAL GOALS

Marathon Wealth Advisors uses an insourced investment model, managing strategy and trading internally rather than outsourcing to third parties. Built on our expertise as money managers, this approach allows us to deliver bespoke portfolios customized exactly to your goals and risk tolerance, while eliminating the fees that come with external vendors.

Our rigorous screening process vets and tests every investment vehicle before including it in your portfolio, then continuously monitors performance so we can make agile adjustments in response to life and market changes.

OUR INVESTMENT MANAGEMENT SERVICES INCLUDE

Active Asset Allocation. Dynamic management that balances your portfolio in real time.

Fiduciary Duty. Our “fee-only” model keeps us focused on what’s best for you.

Tax-Efficient Investing. We build portfolios that help you keep your wealth on an after-tax basis.

Advanced Risk Mitigation. Option-based portfolio hedging protects you from downside.

Fixed-Income Portfolio Management. Custom strategies that provide stability to fixed-income households.

Direct Indexing. Our custom indexing capability offers precise capture of market exposure.

Financial Planning

A MATHEMATICAL PLAN FOR FINANCIAL INDEPENDENCE

Marathon Wealth Advisors creates custom financial plans that serve as a roadmap from C-suite to retirement and the legacy you leave beyond. Our probability-driven approach is designed to give you the confidence to pursue the life you want.

OUR FINANCIAL PLANNING SERVICES INCLUDE

Income Replacement. Seamlessly replace your paycheck with sustainable, tax-smart withdrawal strategies.

Executive Compensation. Optimize strategy and tax planning for your mix of restricted stock units (RSUs), option grants, nonqualified deferred compensation (NQDC), etc.

Social Security. Access and maximize your lifetime benefits through integrated income coordination.

Insurance Analysis. Evaluate your risk exposure and insurance coverage to protect your future.

Portfolio Lending. Get tax and interest rate advantaged liquidity without disrupting your long-term investment strategy.

Pension Analysis. Evaluate defined benefits, including lump-sum vs. lifetime annuity, inflation protection modeling, etc.

Small Business Planning. Optimize corporate retirement and tax deferral plans, or prepare an exit strategy.

Tax Optimization

MINIMIZE TAX LIABILITY NOW TO PROTECT FUTURE WEALTH

We aggressively implement tax-reduction strategies that encompass your overall liability today and tomorrow. Marathon Wealth Advisors works with your CPA or our integrated CPA partners to seamlessly align your financial strategy with your actual tax filing.

OUR TAX REDUCTION SERVICES INCLUDE

Tax Optimization. Ensure investments are held in the most tax-advantaged accounts.

Tax Loss Generation. Reduce your tax burden with tax losses to offset realized capital gains.

Tax Projections. Anticipate liabilities and evaluate impact with forward-looking analysis.

Life Stage Tax Review. Plan for capital gains, Roth conversions, required minimum distributions (RMDs), Medicare surcharges, etc.

Business Retirement Planning. Structure corporate benefits to maximize owner contributions and tax deductions.

Business Tax Coordination. Optimize entity structure, estimated taxes, owner compensation, etc.

Charitable Gifting Strategy. Leverage appreciated securities gifts, donor-advised funds, charitable trusts, and qualified charitable distributions.

CPA Coordination. We can collaborate with your accountant or provide a partner CPA.

Estate Planning

SECURING YOUR LEGACY AND HONORING YOUR WISHES

A well-structured estate plan ensures that your wealth transitions smoothly to your heirs or the causes you care about most while avoiding a potentially costly and time-consuming probate process. Marathon Wealth Advisors supports you with estate planning strategies and ideas that emphasize the efficient transfer of your assets, robust asset protection, and ultimate tax efficiency. Our goal is to empower you to manage your affairs seamlessly during your lifetime and ensure your exact wishes are honored after passing.

OUR ESTATE PLANNING SERVICES INCLUDE

Beneficiary Review. Audit titling and beneficiary designations to bypass probate.

Trust & Will Implementation. Establish foundational estate documents alongside legal counsel.

Attorney Powers Coordination. Align powers of attorney and healthcare directives to facilitate execution.

Estate Tax Minimization. Protect your legacy from unnecessary estate taxation.

Philanthropic Legacy. Maximize your impact through donor-advised funds, trusts, and other strategic tools.

OUR PHILOSOPHY

At Marathon Wealth Advisors, we deliver disciplined, relationship-based advice grounded in unwavering integrity, full transparency, and genuine accountability. In an industry often driven by scale and sales over substance, we choose the personal path.

WHO WE SERVE

Guidance Shaped Around Where You Are—and Where You’re Going.

Marathon works with clients across a broad spectrum who are seeking a long-term professional advisory relationship built on trust and unbiased investment counsel.

Executives & High-Earning Professionals

Coordinate executive compensation, stock options, concentrated equity, tax exposure, and career-growth decisions within a comprehensive plan.

Pre-Retirees & Retirees

Prepare for the transition from accumulating wealth to living from it with coordinated retirement income, Social Security, tax, and healthcare planning.

Business Owners & Wealthy Families

Bring business interests, personal wealth, charitable goals, and estate considerations together in one long-term strategy.

HOW MARATHON WORKS

A Disciplined Process, Built Around You.

Your financial life is always evolving. Marathon begins by understanding the full picture, then builds and manages an integrated strategy designed to adapt as your circumstances, priorities, and goals change.

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Understand the Full Picture

We begin by listening carefully—to your goals, concerns, family considerations, career or business interests, and existing financial picture. This foundation helps us identify what matters most and where greater coordination may be needed.

Build and Coordinate Your Strategy

We bring investments, financial planning, tax strategy, and estate considerations together in one cohesive plan. Where appropriate, we coordinate with your CPA, attorney, and other professionals to help keep every part working toward the same objectives.

Monitor, Review, and Adapt

We monitor your accounts and review your plan and portfolio on a regular schedule—and whenever life changes occur. As markets, tax laws, and your priorities evolve, we recommend adjustments designed to keep your strategy aligned.

WHY MARATHON

Investment Expertise, Applied Across Your Financial Life.

Marathon begins with disciplined investment management, then integrates financial planning, tax strategy, and estate coordination so each decision supports your broader objectives.

Led by Brandon Mull, CFA, CFP®, Marathon provides sophisticated, relationship-based advice informed by tax-aware decision-making and grounded in transparency and accountability.

MEET OUR TEAM