Fee-Only Financial Advisor for Women.
✓ In command of your future
✓ Fiduciary
✓ Investments you understand
Whether you’re single, married or going through a transition,
You want to take ownership of your finances.
If you’re worried you will run out of money…
If you want to learn how to grow your wealth...
If you wish you better understood investing…
It’s your money.
You should feel invited to the conversation.
It’s frustrating to not have a voice and to have questions you don’t feel comfortable asking.
As a woman myself, I know exactly what you’re going through. I started Marathon Wealth Management to provide women a respectful and comfortable environment where we discuss your financial concerns and create an action plan to ease them. I believe it’s important for women to feel secure about their own financial future. After all, it’s your money!
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How We Work Together
1. Schedule a free introductory meeting
Have a conversation about finances you actually enjoy. We’ll discuss what’s top of mind and how I can help.
2. We’ll create a succinct, workable plan
I’ll gather your financial information so you can see the big picture and a clear plan for the future.
3. Know for certain the future is bright
Walk confidently into your future and enjoy peace of mind as you follow your wealth plan.
Affiliations
I have chosen to affiliate with four of the most trustworthy and forward-thinking organizations in financial services because I believe our combined efforts will help us achieve your goals. These affiliations are completely independent from Marathon Wealth Management and one another. My compensation only comes from you – my client.
Client Testimonials
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I have full confidence in Melinda's financial and investment acumen. When I first decided to work with a financial advisor, I knew I wanted a personal financial roadmap for retirement, some direction and wise counsel on how to get there, and to be working with someone I could trust for many years to come. I have found that in her!
—C. Acey
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Melinda is super supportive, takes time to educate you, and is great at investing. I'm very happy with my investment growth and the advice I've received!
—L. Carter
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I was struggling to decide whether to go with monthly or quarterly options. I've found that learning about the financial world with the help of an expert really makes a difference! It feels so much more effective than trying to navigate everything independently.
—K. Smith
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Working with Melinda Satterlee at Marathon Wealth Management has been truly life-changing. After my divorce, I needed to handle budgeting, planning, and investing on my own, and Melinda helped me do it with confidence and clarity. She guided me through creating a smart, sustainable plan that allows me to stay financially secure without returning to work, while also planning thoughtfully for my adult children’s futures. The budgeting program she uses as part of the planning process has been invaluable—it’s given me a clear understanding of my finances and made it easy to stay on track and make informed decisions. In addition to her guidance and planning expertise, Melinda has been very successful in growing my investments and strengthening my overall financial position. Melinda combines deep financial expertise with genuine care and warmth. She listens, explains things clearly, and helps you see the big picture while paying attention to every detail. I’m so grateful for her guidance and can’t recommend her and Marathon Wealth Management highly enough.
S. Albright
The Marathon Promise
Your needs come first.
I am fee-only and I’m a fiduciary. That means it’s clear what you’re paying me and I don’t make money from selling you products. My recommendations are about what is best for you.
You’re invited to ask questions.
I place a high value on open communication. I welcome your questions because this is a conversation about your money and your future.
You’ll always be well-informed.
I come alongside women to make sure they understand their investments and are confident in their future.
A by-your-side partner
Nobody wants to feel unheard when it comes to your finances. You’re thinking about your future and you want to have a say in it. You don’t want to sit at a table where you feel voiceless.
At Marathon Wealth Management, I invite you into the financial conversation. After all, it’s your future!
It’s important for women to know that their input is valued so they can stop feeling driven by someone else’s agenda and instead enjoy the independence of financial freedom.
Lessen your mental load.
When you’re confident in your future, you’re not shaken by the ups and downs of life.