Financial Gravity Companies, Inc. (OTC: FGCO) (“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.
For more information about Financial Gravity Companies, Inc., please visit: https://financialgravity.com.
About Financial Gravity Companies, Inc.
Financial Gravity Companies Inc., along with its subsidiary companies, provides investment and tax professionals with a turnkey family office charter. We help tax professionals evolve from the commoditized business of tax compliance to a Family Office Director that runs and manages their own multi-family office. Family Office Directors are able to leverage the Financial Gravity systems, technology, proprietary resources, and deep domain expertise to bring an elevated and holistic financial service experience to their clients that spans proactive tax planning, retirement and estate planning, wealth management, and risk mitigation. For more information about Financial Gravity Companies, Inc., please visit https://financialgravity.com.
This press release contains forward-looking statements as that term is defined in the Private Securities Litigation Reform Act of 1995. Such forward-looking statements are based on current expectations and involve inherent risks and uncertainties, including factors that could delay, divert, or change any of them and could cause actual outcomes and results to differ materially from the current expectations. No forward-looking statement can be guaranteed. Forward-looking statements in this press release should be evaluated together with the many uncertainties that affect Financial Gravity's business, and Financial Gravity undertakes no obligation to publicly update any forward-looking statement, whether as a result of new information, future events, or otherwise.
Financial Gravity Companies, Inc.