By pooling resources, the two independent companies will provide synergy as leaders in wealth management, plus offer Marathon clients access to expanded services within The Partner Group’s full suite of employee benefits and insurance products. The two organizations will combine under The Partners Group name. The Partners Group has an office in Bend.
“We are pleased to welcome Marathon Wealth Management’s accomplished professionals and believe that our combined expertise will benefit our clients, who rely on our counsel for their financial health,” said Rod Cruickshank, President and CEO of The Partners Group. “We are offering both our client groups a financially strong partner for the long term and believe that our expanded group of advisors will allow us to service the demand we are seeing in all these areas.”
“We are looking forward to offering The Partners Group’s proficiency in related services to provide a greater depth of financial-related options, in conjunction with our core competencies of financial planning and investment advice,” said Marathon Wealth Management’s president, Doug Van Allen, CFP®, noting that The Partners Group is one of the largest independent groups of its kind in the Northwest with a nearly 30 year track record of stability and success.
The firms have compatible cultures, with both maintaining an unparalleled commitment to customer service.
“Although Marathon Wealth Management and The Partners Group have separate histories, we share a common goal of staying independent, focused squarely on our clients’ financial needs,” said Cruickshank.
“We have earned our clients’ loyalty and trust and look forward to expanded opportunities to serve them,” said Van Allen. “Clients can rely on a continued relationship with the consultants they already know and trust, but will have more service options to choose from.”
Among the services the combined firms will offer are:
• Financial planning
• Wealth management
• Employee benefits services
• Medical, life and long-term care insurance • Home, auto and umbrella liability
In mid-May Marathon Wealth Management will relocate to The Partners Group offices at 11740 S.W. 68th Parkway, Ste. 200 in southwest Portland.
About The Partners Group
The Partners Group, with offices in Portland and Bend, Ore., and Bellevue, Wash., is a locally owned, independent financial services, risk management, commercial insurance and employee benefit consulting firm. Driven by an unswerving commitment to its clients, it develops partnerships that ensure extraordinary solutions. For more information, visit http://www.tpgrp.com<http://www.tpgrp.com/>.
About Marathon Wealth Management
In practice for over 20 years, Doug Van Allen, CFP® works with a select group of clients as a trusted advisor, providing asset management, retirement planning and other financial problem-solving services. He seeks to minimize financial risk for his clients while acknowledging the creative energy of money to help them accomplish life goals.
