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Our Integrated Services

We offer tailored financial services to help you navigate your financial journey across the following key areas:

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Investments

Marathon Wealth creates institutional-quality, expertly designed portfolios tailored to meet each client’s specific objectives. Our rigorous screening process thoroughly vets every investment, while the details of your household financials and desired risk level guide the portfolio’s allocation.

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Our services include:

 

  • Low-cost, tax-efficient investment vehicles
     

  • Advisory based model - no commissions, kickbacks, or hidden fees
     

  • A novel and dynamic approach for option-based portfolio hedging
     

  • Bespoke fixed income portfolios
     

  • Direct indexing

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Financial Planning

Personalized financial plans roadmap your journey to retirement and beyond. Our probability-driven approach is designed to inspire confidence - not only in achieving financial success, but exploring the question, “What else is possible?”

 

Our services include:

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  • Long-term financial planning
     

  • Executive compensation planning
     

  • Restricted stock (RSUs), options, nonqualified deferred compensation (NQDC), and phantom stock strategy
     

  • Social security and income planning
     

  • Goals-based insurance analysis

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Tax Optimization

We aim to take the ambiguity of tax planning by implementing tax-reducing strategies that encompass your overall tax liability, now and in the future. Marathon’s integrated CPA partner team coordinates your tax filing.

 

Our services include:

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  • Portfolio tax optimization
     

  • Active tax loss strategy
     

  • Tax forecasts
     

  • Life stage-based tax review

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Estate

Marathon Wealth Advisors supports estate planning strategies that emphasize comprehensive wealth transfer, asset protection, and tax efficiency. We help empower you to manage affairs well during life and honor your wishes after passing.

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Our services include:

 

  • Beneficiaries review 
     

  • Charitable gifting strategy guidance
     

  • Coordinated implementation of trusts & wills
     

  • Estate and inheritance tax minimization strategies
     

  • Attorney powers coordination

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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