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, CFP®, CPA
FOUNDER AND FINANCIAL PLANNER
Sally Littlejohn, CPA
Partner and Head of Operations
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®
Gary Alpert Financial Strategies
Land Bridgers
Integrated Financial Group
Crystal Epstein
Integrated Financial Group
Karen Cooke-Thomas
Integrated Financial Group
Dana Wilson
Integrated Financial Group
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 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.
