We are retirement and tax
optimization planning specialists

Working with the Marathon Team means gaining an agile partner with extensive experience helping clients strategically pursue their goals and aspirations with confidence.

The Marathon Team

Wes Littlejohn

Wes Littlejohn, CFP®, CPA


Sally Littlejohn

Sally Littlejohn, CPA

Partner and Head of Operations

Alice Nigam

Alice Nigam


Allied professionals supporting your financial plan

Being an independent financial planner doesn’t mean being alone. Marathon’s strategic partners include companies and teams of diverse professionals who support us with their expertise, perspective, and resources.

Gary Alpert, CFP®

Investment Strategy Partner
Gary Alpert Financial Strategies

Land Bridgers

Integrated Financial Group

Crystal Epstein

Chief Compliance Officer
Integrated Financial Group

Karen Cooke-Thomas

Director of Operations & HR
Integrated Financial Group

Dana Wilson

Administrative Assistant
Integrated Financial Group
IFG Logo
LPL Financial Logo
IFG Logo

In 2014, Wes Littlejohn was chosen to join Integrated Financial Group (IFG), an Atlanta-based firm of over 90 independent financial planners from across the country. Marathon Financial Strategies’ affiliation with IFG is invaluable; it provides access to a network of talented, like-minded peers who share strategies, best practices and advice.

IFG’s members own businesses across ten states totaling over $2.5 billion in brokerage and advisory assets through LPL Financial and over $1.8 billion in assets under management through its separate registered investment advisor, IFG Advisory, LLC as of 9/1/2020.

LPL Financial Logo

LPL Financial is one of the nation’s leading financial services organizations and a publicly traded company under ticker symbol LPLA. The firm’s mission is rooted in the belief that personalized financial guidance is a fundamental need for everyone.

As our independent custodian, LPL does not offer proprietary investment products or engage in investment banking activities; this means advisors affiliated with LPL are not pressured or influenced by product requirements or sales quotas.

Thousands of financial advisors nationwide rely on the firm’s tools and resources to help them provide financial guidance and recommendations to help meet their clients’ needs.

Financial Planning
Schedule an introductory meeting to discuss your current situation and make an informed decision about working together.