The Partners Group and Marathon Wealth Management Combine to Offer Clients Financial Planning plus Insurance and Benefits Services

Portland, Ore., May 13, 2013 – The Partners Group and Marathon Wealth Management are joining forces to further expand the services and expertise they offer clients.

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.

“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 www.thepartnersgroup.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.

Note: Securities and Advisory Services offered through Geneos Wealth Management, Inc. Member FINRA/SIPC Advisory Services offered through TPG Financial Advisors, LLC, A Registered Investment Advisory Firm

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Employee Benefits

The Employee Benefits Division of The Partners Group serves the employee benefit needs of over 500 West Coast employers, with offices in Portland, Lake Oswego, and Bend, OR; Bellevue, WA; and Bozeman MT. Our benefits consulting team specializes in providing a highly-consultative approach coupled with problem-solving wellness analytics, to help employers reduce healthcare costs, improve employee health, and create long-term health plan stability.

Business Consulting

The Business Consulting Division of The Partners Group is dedicated to consulting with healthcare systems and jumbo employers to manage the health and well being of their employees, families, and communities. Our focus is to provide an innovative, solution-oriented service that capitalizes on data to pinpoint potential problems. Whether it be uncovering potential sources of escalating healthcare costs, or other anomalies in data, this service provides endless, problem-solving advantages to a variety of industries.

Commercial Insurance

The Partners Group Commercial Insurance Division manages the business risks for hundreds of employers. We provide an unmatched depth and breadth in commercial insurance and risk management services combined with extraordinary people who possess an unusual ability to connect on a personal level. We work hard to understand the unique risks and exposures of your business, and identify the solutions to provide the right coverage for the right price. As an independent company The Partners Group can tailor solutions to work specifically for you, even creating new policies and programs, if that’s what you need.

Private Client Services

The Partners Group Private Client Services Division advises business owners and high income shareholder groups comprising just over 3,200 successful individuals, families and medical professionals on investment services, retirement planning, and personal insurance. We’ve been in business for over 30 years as a privately held company based in the Northwest, and we’re here to stay. Additionally, we are not tied to products and plans. We provide various platforms and a multitude of options to fit your needs, which can change over time as your life changes. When you work with TPG Private Client Services, you’re dealing with the shareholders of this firm, and we are honored to play a role your life, your family’s lives, and your next generation’s lives.