Marathon Financial Group, LLC
Company Overview
Marathon Financial Group, LLC is a wealth management firm primarily engaged in providing comprehensive financial services that simplify and streamline the financial lives of busy professionals and retirees across the nation. With a mission focused on reducing financial planning stress, Marathon Financial Group caters to a diverse clientele, including physicians, corporate leaders, business owners, and retirees. The company is headquartered at 131 Dartmouth Street, 3rd Floor, Boston, MA 02116.
Services Offered
The firm offers an array of financial services, encompassing wealth management, financial planning, and asset protection. Their expertise extends to strategic financial planning, risk management, and insurance analysis. Notably, they specialize in the Infinite Banking Concept, which is a strategy for debt elimination and estate planning. As an independent Registered Investment Advisor (RIA), Marathon Financial Group upholds a fiduciary duty to its clients, ensuring their best interests are prioritized.
Key Personnel
- Charlie Brown IV
- Position: Founder and Principal
- Education: Degree in Economics from UMass Boston
- Licenses: Series 6, 7, 63, 65, and SIE licenses
- Background: Financial advising with a focus on personalized client service. Resides in Boston, Massachusetts.
- Paul Yeager
- Position: Chief Operating Officer
- Education: Degree in Financial Management from the University of Alabama
- Licenses: Series 7, 63, 65, 4, and 53 licenses
- Background: Volunteer experience on advisory panels and leadership roles in branch operations and accounting.
- Michael Neill, CFA®
- Position: Director of Investments and Trading
- Background: Experience in asset management, equity research, and investment strategy. Previously an Investment Strategist at UNUM.
- Connor Gallivan
- Position: Financial Advisor
- Background: Client-focused financial management. Initiated his finance career at Putnam Investments, known for a proactive approach.
Company Size and Reach
Marathon Financial Group is a boutique firm with 2-10 employees, maintaining significant national reach. The firm's strength lies in providing personalized and impactful services, fostering long-standing relationships with clients.
Contact Information
- Phone: 857-201-3420
- Operating Hours: Mon-Fri: 8:00 AM - 5:00 PM; Sat-Sun: By Appointment
Competitor Profiling
BlackRock
BlackRock, Inc. stands as one of the world's leading investment management firms, offering comprehensive investment, advisory, and risk management solutions alongside a robust commitment to sustainability and the low-carbon transition. Operating globally with over 21,100 employees, BlackRock's strategic focus is on delivering premier investment solutions to support diverse clientele in achieving financial well-being.
Edward Jones
Edward Jones is a North American personal investment firm with a vast branch-office network serving over 8 million clients across more than 15,000 locations. A Fortune 500 company, Edward Jones prides itself on delivering personalized service and champions long-term investment strategies for individual investors.
Fidelity Investments
As one of the largest mutual fund and financial service providers, Fidelity Investments manages $5.8 trillion in client assets. The firm offers a wide range of products, including mutual funds, brokerage services, and retirement consulting, driven by a customer-centric, advice-based service model.
Additional Competitors
- Invesco Ltd.: Operating globally and managing approximately $1.85 trillion in assets, Invesco leverages product innovation and an inclusive culture to attract retail and institutional investors across markets.
- Prudential Financial, Inc.: With a strong global market presence, Prudential Financial offers comprehensive financial products, encompassing insurance and investment management services—vital for retirement planning and wealth growth.
Strategic Insights
Marathon Financial Group faces intense competition from industry giants like BlackRock and Edward Jones, which thrive on scale, innovation, and diverse product offerings. To strategically position itself for future growth, Marathon could explore more personalized wealth management solutions and integrate emerging financial technologies. Adoption of sustainable investment models may further align with evolving client values, potentially strengthening their market position.
