About Melinda
Providing you personalized financial advice.
Compassion
You’re invited to the conversation.
Intelligence
You’ll receive sound investment plans.
Fiduciary
Your needs come first.
Melinda Satterlee is a Certified Financial Planner(TM) Professional and Founder of Marathon Wealth Management, LLC, a Registered Investment Advisory firm.
CFP® professionals are held to strict ethical standards to ensure financial planning recommendations are in your best interest. What’s more, a CFP® professional must acquire several years of experience related to delivering financial planning services to clients and pass the comprehensive CFP® Certification Exam before they can use the CFP® designation.
I believe education is essential to being financially prepared.
Background. I began my career as a stockbroker with one of America’s largest investment firms. Early in my career, I realized how important it is that women understand their finances. I had a client suddenly pass away leaving his pregnant wife and toddler behind. When I went to meet my client’s widow, two men were literally walking out her door. They had tried to convince her to buy more insurance with the money she received from her husband’s policy. My client needed the money to live on and invest toward her children’s college not to be locked up in another insurance policy! I vowed then and there to do my best to educate women about money so they would be financially prepared for the unexpected.
Why. I do this work with women because in talking with my female friends, it bothered me that they felt uncomfortable asking questions about money and worried about being judged. I believe many women feel this way and as a result they are not gaining the knowledge necessary to be prepared and secure in their financial future. I wanted to change that, so I started Marathon Wealth Management.
I am a fiduciary. As a fiduciary I work for YOU not a corporation. I put your interests first and treat you with the utmost of care and loyalty. As a fee-only financial planner, I don’t receive commissions to recommend any stock, bond or mutual fund. I have a fiduciary duty to recommend only what is best for my clients based on their background, risk tolerance and financial situation. I offer advice not products.
Credentials. I am a CERTIFIED FINANCIAL PLANNER((TM) professional, and Founder of Marathon Wealth Management, LLC.
More about Me. I have been married for twenty-nine years and have raised four great kids. I am passionate about my faith and my family. I enjoy golf with my husband, traveling to Maui, running in new places, and spending time with my girlfriends discussing our latest book-club read. Meeting new people brings me energy and I look forward to meeting you!
"I have fought the good fight, I have finished the race, I have kept the faith." 2Timothy 4:7
How Melinda Works with You
1. Schedule a free consultation
In this call, we’ll discuss your priorities and concerns.
2. We’ll create a succinct, workable plan
I’ll gather your financial information and create a clear plan for you to follow..
3. Enjoy peace of mind
Build wealth for your family and relax knowing your foundation is solid.
Melinda is there for you
When Ann’s husband suddenly passed away, Ann was alone with a toddler and a second baby on the way. Ann sought Melinda’s advice about their financial future.
Melinda worked with Ann, heard her concerns about the future of her daughters’ education and created an investment plan that made sure she could send both of her daughters to college.