Marathon Financial Group, operating as Theus Wealth Advisors, provides personalized financial planning and consulting services to individuals. Marathon Financial Group assists clients with identifying financial objectives, managing cash flow, reviewing insurance, planning for retirement, funding education, and developing estate strategies. Rather than managing investment portfolios directly, Marathon Financial Group acts as a co-advisor, recommending and coordinating with third-party asset managers who handle the actual day-to-day investing and trade execution. Marathon Financial Group also offers educational seminars and workshops. The team includes professionals with backgrounds in accounting and legal services, and some representatives are licensed insurance agents who may earn commissions on insurance product sales.
Fee Structure
Marathon Financial Group does not charge a separate fee for selecting third-party asset managers. Instead, the chosen asset manager deducts advisory fees directly from your account, and Marathon Financial Group shares in that fee. These advisory fees are established by each individual asset manager.