Financial Strategies for Physicians

We specialize in designing a path to financial freedom and eventually ‘retirement on your terms’ through planning, organizing, investing, protecting and maximizing benefits. The physicians with whom we work are well-compensated and highly intelligent, but do not have adequate time to research and self-manage all the myriad components of their financial situation.

Understanding the time constraints and sometimes overwhelming demands of balancing life and career, we are sophisticated in our solutions yet direct and to the point. In addition, we are fully transparent regarding fee structure.

As fiduciaries, we have a duty of care, loyalty, and the utmost good faith to act in the best interests of our clients throughout the relationship, and must put our clients’ interests first at all times.

About Marathon Financial Group

A Financial Plan for Physicians Should be Anything But Typical

We are a team of fiduciary financial professionals committed to the long-term success of our clients. Our financial professionals are Boston natives who are fans of and participants in the Boston Marathon. With offices located at the official marathon finish line, we have embodied the spirit, passion and drive required to prepare our clients for their victories.