Marathon Financial Strategies Inc.
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Financial Planning & Services
About Us
“Will I be OK?” This is the most common question people have about their financial future - because not knowing the answer can be torture. With almost thirty years of experience as a fiduciary in investments, retirement planning, estate planning, and tax planning, Marathon Financial Strategies is uniquely qualified to get you to "Yes" and keep you there. That's our mission - everything else is background.
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Highlights
- As a Registered Investment Adviser, Marathon Financial Strategies is a fiduciary.
- As a Certified Financial Planner, Mark DiGiovanni is a fiduciary.
- Asset management is strictly fee-only.
- On any financial topic, our clients are encouraged to seek our advice.
- If you have a group that wants to raise their financial IQ, we can help. This work is a ministry, too.
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