Charles Brown
Financial Advisor/Principal at Marathon Financial Group, LLC
- Role
- Financial Advisor at Marathon Financial Group
- Location
- Boston, MA, US
- LinkedIn followers
- 500 followers
About Charles Brown
Imagine having a team that listens to you and meets you where you are now, speaks a language you understand, and works at your speed to develop a financial strategy just for you and those you care about.My team and I specialize in designing a path to financial freedom and eventually \'retirement on your terms\' through planning, organizing, investing, protecting and maximizing benefits. The physicians with whom we work are mid to late career and need help navigating the increasing complexities of planning as they enter peak earning and typically have enough assets built up that management requires more time they often just don\'t have. Understanding the time constraints and sometimes overwhelming demands of balancing life and career, we are sophisticated in our solutions yet direct and to the point.Your financial life requires long-term focus. Start delegating your financial to-do list today.For more information, please visit our website at
Experience
Financial Advisor
Aug 2021 — Present · Boston, MA, US
Education
UMass Boston
Bachelor of Arts, Economics
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