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Marathon Financial Strategies

  • Office: 770.353.6346
  • Cell: 770.493.6555
  • Email: wes@marathonfinancialstrategies.com

Marathon Financial Strategies

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    • Story and History
    • Meet our Team
    • Why Choose a CFP
    • Our Strategic Partners
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Partnering With You Every Step Of Your

Financial Journey

We strive to serve our clients during the financial planning process through deep and meaningful relationships that last for generations.

Are you Ready for Retirement?

Comprehensive Financial Strategies that Withstand the Bumps and Curves of Your

Financial Journey

We strive to serve our clients during the financial planning process through deep and meaningful relationships that last for generations.

Are you Ready for Retirement?

Learn More Today About

How We Help

Contact us today to find out how we can help with your financial needs.

Are you Ready for Retirement?

 

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About Us

We are dedicated to professionally supporting, educating, and providing informed direction to each and every client.

Story
& History

Planning for the future is all about endurance. Unless someone inherits their wealth or wins the lottery, it takes years of saving and planning to save for retirement. Comprehensive financial plans are not achieved through speculative investments. There's a proverb that says: "Steady plodding bring prosperity."

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Values
& Philosophy

As a firm, our focus is to understand your goals and develop a plan to reach them. We will meet with you to present an analysis and discuss our recommendations. Together, we implement the recommendations and monitor your progress.

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Mission
& Services

A strong planning process is a way to create a more financially secure plan. It is crucial to create a financial plan that seeks to protect your needs now, and that plans for the future, in a tax efficient manner.

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Find Out More About Us

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Our Services

We are dedicated to providing investment management and strategic financial planning, striving to be our client’s trusted advisor.

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Our Philosophy

As a firm, our focus is to understand your goals and develop a plan to pursue them.

 

Our Process

A strong planning process is a way to create a dynamic financial plan.

 

Investments

Investments can play a key role in your financial plan.

 

Insurance

Insurance is essential to any comprehensive financial security plan.

 

Charitable Giving

Everyone has their own reason for gifting their assets or a portion of their income to charitable organizations.

 

Retirement Planning

Retirement planning today has taken on many new dimensions that never had to be considered by earlier generations.

 

Your Finances

Managing your finances is an important component to any financial plan.

 

2nd Opinions

Have you ever considered getting a second opinion for your financial plan?

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Meet Our Team

Learn more about our amazing team of professionals and see what makes us different. We're here to help guide you in the right direction.

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Wes has been in the financial services industry since 1996. He began his career providing audit and tax services, including jobs at Ernst and...

Wes Littlejohn

CFP®, CPA

Strategic Partner

Gary and Wes have collaborated on investment strategies for over a decade.  This team approach leverages...

Gary Alpert

CFP ® Investment Strategy Partner

Karen has been working as Operations and Human Resources Manager for the past 15 years. Karen has been working as Operations and Human Resources...

Karen Cooke

Operations Manager, Integrated Financial Group

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  • 200 Ashford Center North, Suite 400 , Atlanta, Georgia 30338 United States
  • Phone: 770.353.6346
  • Email: wes@marathonfinancialstrategies.com

Securities offered through LPL Financial, Member FINRA & SIPC. Investment advice offered through IFG Advisory, LLC, a registered investment advisor.  IFG Advisory, LLC, and Marathon Financial Strategies are separate entities from LPL Financial.

The LPL Financial representative associated with this website may discuss and/or transact securities business only with residents of the following states: Alabama, Arizona, Colorado, Florida, Georgia, Maryland, South Carolina, Texas.

View this firm’s Relationship Summary

 

 

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