We do planning
to go the distance
Optimize your investment, tax, insurance and retirement planning strategies at every stage of the race.
WE'RE ON A JOURNEY
Life is a Marathon,
Not a Sprint
We inspire confidence through strategic planning so our clients can go the distance toward their ultimate financial goals.
Your Marathon Team
Planning to go the distance
Dual-perspective planning
Community-focused calling
Cross-industry experience
Founded in 2014 by Wes Littlejohn, CFP®, CPA, Marathon Financial Strategies provides planning to go the distance. Just like running a marathon involves serious commitment, training and preparation, planning for life’s financial ins and outs do, too. Wes and his wife, Sally, bring a valuable dynamic to clients – the balanced perspective of a husband-and-wife team to help make important financial and investment management decisions on each leg of your journey.
Why choose Marathon
Financial Strategies?
Holistic approach
From start to finish, we consider your entire financial picture and help you plan appropriately for each stage of the race.
Cross industry experience
Take advantage of the Marathon team’s 5 decades of combined experience.
Strategic tax planning
We go beyond investment management to help you optimize financial decisions for a plan that considers long-term impact from every angle.
Long distance vision
We believe in supporting your goals to the finish line - we will go the distance and hope to be your planning partner for life.
