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Why Choose
The Marathon Group

Protection and Growth

Tax-Advantaged Solutions

Legacy Planning

Long-Term Focus

Independent & Unbiased

The Marathon Group was founded in 2020 by Jeremiah Ramirez during the height of the pandemic, when people most needed a sense of security, direction, and financial help. Our mission is simple: It’s to serve our community. Our firm seeks to provide you with financial literacy, showing you how to take control of your financial future, grow and protect your personal and/or business assets, and pass on tax-advantaged wealth to your chosen heirs and charities—no matter what the economic climate.

As an independent firm made up of independent advisors, we offer access to many different strategies available from multiple financial institutions, not just one. Our clients always come first; we don’t serve financial institutions—we serve you. We have advisors licensed in many states across America, and we are growing. We serve individuals, families, pre-retirees, retirees, business owners and executives, and people in the military. Let’s talk about your goals.

Meet The Team

Each person on our team shares a common vision to help clients thrive now and for future generations, keeping our clients’ best interests at the forefront of everything we do. Each of us is devoted to financial education, and we host podcasts designed to teach others about financial principles. We are dedicated to the lifelong success of our clients; we are their partner for the long-term. Financial success isn’t a sprint, it’s a marathon.

Jeremiah Ramirez

Founder, CEO

Shelley Tillman

President of Health Services

Chris Belloso

Latin Wealth Podcast

Carlton Bryant

President of Business Development.

Contact Us

The Marathon Group

1055 Sperry Ave
Patterson, CA
Built in 2003
CA license #2906000

(210) 454-1801
info@themarathongroup.net

How Can We Help?

Contact us now; we want to hear from you. Send us a message to get your questions answered and get started on your secure financial future. We provide in-person or online complimentary consultations to discuss your goals.

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