Marathon Financial is an independent advisory firm, with a fiduciary responsibility to our clients. We create confident investors. We offer ongoing investor education, designed to offer each client a basic foundation in sound investment and financial principles, using Nobel Prize winning academic research and the science of capital markets.
What keeps you up at night?
Do you worry about the market?
How much do economic gyrations really affect the market returns?
Are you concerned about making the money last as long as you do?
How would you measure your risk?
Can you control what you're not measuring?
Do you know the warning signs that you, or your broker, are gambling with your money?
How have your protected your personal 'balance sheet'?
Most people are playing chess without the chess board. Our approach encourages understanding the real economics of financial decisions and the importance of growing and protecting your wealth. We take a disciplined and integrated approach to analyzing and optimizing a client?s investments and planning, ensuring the greatest probability for long-term success, with minimal risk.
|Firm Start Year:||2011|
|Number of Years with Current Firm:||3|
|Bachelor of Science - Pre-Med/Biology||
Oregon State Unversity - Corvallis, Oregon
September 1974-December 1976
J?Neanne Theus, CEO and Founder of Marathon Financial Group, has been assisting investors and providing planning services since 2004. She began her advisory career as a representative with The Guardian Life Insurance Company and was part of the advisory team at Wealth Advocacy Partners in Sparks, Md. In June 2011, she founded Marathon Financial Group as an independent advisory firm in Clarksville, Maryland. A 1976 graduate of Oregon State, J?Neanne earned a Bachelor of Science in Pre-Med/Bio. She was commissioned in the U.S. Navy in 1976 and retired as a Commander, Naval Intelligence in 1998. She completed various Naval professional courses, as well as graduate certificates. Following her retirement, she spent a few years in small corporate America in various project and program management positions, before moving into the advisory industry. Her professional licenses include the Life and Health Life Insurance license, as well as the investment series 6, 63, 65, and 7. She is also a Chartered Federal Employees Benefits Consultant (ChFEBC). Within the Howard County community, J?Neanne is active in St. Mary of the Mills Parish and in a number of county clubs. She?s also an active member of the Baltimore Washington Corridor Chamber of Commerce. She?s been married for 33 years and has four children.
Financial Planning for Individuals
Most people are playing financial chess without the chessboard. We evaluate what you have, what you are doing, and where you're trying to go, using a SWOT analysis: What are the Strengths, Weaknesses, Opportunities and Threats that can affect your financial world.
Financial Planning for Businesses
From Key Person to Buy-Sell to exit strategies, how solid is your plan? Do you have an executive bonus plan? Do you have a succession plan? Most businesses don't survive past the 2nd generation. If that's a goal, you'll need a coordinated plan.
Our portfolios are engineered using Nobel-prize winning academic research and the science of capital markets. We provide the education necessary for you to decide where you fall on the risk/return profile, and coaching to help you stay disciplined.
|Ellicott City||Fort George G Meade|
|Severna Park||Silver Spring|
|Mon.||9:00 AM - 5:00 PM|
|Tue.||9:00 AM - 5:00 PM|
|Wed.||9:00 AM - 5:00 PM|
|Thu.||9:00 AM - 5:00 PM|
|Fri.||9:00 AM - 5:00 PM|
Investment workshop: How the Market Really Works
When: 03/26/2014 06:30 | By: J'Neanne Theus
Location: 9841 Broken Land Parkway, Columbia MD 21046
Details:Call 443-718-6310 to register, as location will depend on number of registrants.