Financial Gravity Announces Acquisition of Approximately $80 Million AUM from Prominent Ohio-Based Investment Advisor, Marathon Financial Group, LLC, and its Owner J’Neanne Theus

Financial Gravity Companies, Inc., a leading financial services firm, is thrilled to announce the successful completion of an asset purchase, acquiring approximately $80 million in assets under management (AUM) from Marathon Financial Group, LLC, and its esteemed owner, J’Neanne Theus. This strategic acquisition marks a significant milestone for Financial Gravity, solidifying its position in the investment advisory industry and reinforcing its commitment to providing exceptional services to clients.

Theus and her team at Marathon Financial Group have built a remarkable reputation for their personalized approach to wealth management and commitment to serving their clients’ best interests. By joining forces with Financial Gravity, they gain access to an extensive network of resources, cutting-edge technology, and a team of experienced professionals dedicated to supporting their growth and success.

J’Neanne believes that “the key to successful investing is controlling what can be controlled, which starts with investor behavior.” That has been her constant advice since coming into the business. J’Neanne shares, “I think Financial Gravity is ahead of the curve with the Family Office Partners concept and putting the right people in the right seats to successfully care for clients. I am very excited about the opportunities with Financial Gravity, both for me and a couple younger advisors I’ve been mentoring, and I’m very pleased with the ethos of the company.”

Financial Gravity’s CEO, Scott Winters, expressed enthusiasm about the collaboration, saying, “We are thrilled to welcome J’Neanne Theus and the clients of Marathon Financial Group into the Financial Gravity family. This acquisition is a testament to our commitment to fostering strategic partnerships with exceptional professionals like J’Neanne and her team, as well as our dedication to providing personalized and client-centric financial services.”

Financial Gravity Companies, Inc. is eager to embark on this new chapter of growth and innovation and looks forward to continuing to provide top-tier financial solutions to its expanding clientele and delivering value to its stakeholders.

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