We do planning
to go the distance

Optimize your investment, tax, insurance and retirement planning strategies at every stage of the race.

Financial Strategies

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

Wes Littlejohn, CFP®, CPA

Founder & Financial Planner

Sally Littlejohn, CPA

Partner and Head of Operations

Dual-perspective planning

Community-focused calling

Cross-industry experience

Financial Planning

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?

We know you have a choice. Working with the Marathon Team means gaining an agile partner with extensive experience handling the unique issues of established retirees living off their nest eggs, working professionals focused on retirement income optimization, and parents juggling family life with demanding careers.

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.

Get your questions

Evaluate answers to frequently asked questions about working together.

Schedule an
introductory meeting

Discuss your current situation and make an informed decision about working together.