Marathon Financial Group

Marathon Financial Group is a financial planner in Boston, MA. The firm simplifies financial planning and provides wealth‑management services for busy professionals and retirees, offering personalized, goals‑based strategies that align with long‑term objectives. It serves clients nationwide while maintaining a local presence, and its five‑star rating reflects the satisfaction of its clientele.

The company operates as a high‑touch wealth‑management firm that acts as a personal chief financial officer for retirees and high‑earning mid‑career professionals. By combining deep technical expertise with a client‑centered approach, Marathon simplifies complex financial opportunities, delivers education, and provides proactive, white‑glove service. The team emphasizes integrity, timely communication, and transparent, holistic planning, and it functions as a filter for information overload to reduce decision fatigue. Long‑term, multigenerational relationships are a core focus.

Marathon Financial Group is located on Dartmouth Street at 131 Dartmouth St, 3rd Floor, in Boston’s Back Bay district. The office is a short walk from the A. Philip Randolph public artwork and the MBTA Transit Police station, and it sits about a tenth of a mile from the Counterpoint sculpture, Back Bay Station, and Columbus Avenue.

The firm’s emphasis on simplifying financial lives and delivering high‑touch, personalized wealth management makes it a distinctive resource for Boston’s professionals and retirees seeking clear, reliable financial guidance.