Marathon Investments joins forces with Aveo Capital Partners

Marathon Investments is proud to announce that we have joined forces with Aveo Capital Partners, a prominent fee-only Registered Investment Advisor (RIA) based in Englewood, Colorado with over 35 employees and $1.7 billion in client assets.

This announcement comes as part of a well thought out succession plan established by Marathon founder, George Gumbiner, and partner, Stephanie Ruark. We are excited to share enriched benefits with our clients as we are expanding from a staff of 4 to over 35 professionals. This strategic partnership expands our team and resources, allowing us to provide you with an even higher level of service and expertise. 

George Gumbiner shared, “Partnering with Aveo fits our desire to offer clients a deep team-based approach, similar investment philosophy, and most important, continuing our mission statement that the CLIENT COMES FIRST!”

Keys Tinney, CFP®, Managing Partner at Aveo added, “Welcoming Marathon’s team and expertise strengthens our commitment to exceptional client service and holistic wealth management for our clients. This partnership combines best-in-class talent, processes, and technology, while upholding our shared culture of excellence and client-first principles.”