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Financial GravityCompanies, Inc. (OTC: FGCO) (“Financial Gravity”) AnnouncesAcquisition of Approximately $80 Million AUM from Prominent Ohio-BasedInvestment Advisor, Marathon Financial Group, LLC, and its OwnerJ’Neanne Theus.
Financial Gravity Companies, Inc., a leading financial services firm,is thrilled to announce the successful completion of an assetpurchase, acquiring approximately $80 million in assets undermanagement (AUM) from Marathon Financial Group, LLC, and its esteemedowner, J’Neanne Theus. This strategic acquisition marks asignificant milestone for Financial Gravity, solidifying its positionin the investment advisory industry and reinforcing its commitment toproviding exceptional services to clients.
Theus and her team at Marathon FinancialGroup have built a remarkable reputation for their personalizedapproach to wealth management and commitment to serving theirclients' best interests. By joining forces with Financial Gravity,they gain access to an extensive network of resources, cutting-edgetechnology, and a team of experienced professionals dedicated tosupporting their growth and success.
J’Neanne believes that "the key tosuccessful investing is controlling what can be controlled, whichstarts with investor behavior." That has been her constant advicesince coming into the business. J’Neanne shares, “I thinkFinancial Gravity is ahead of the curve with the Family OfficePartners concept and putting the right people in the right seats tosuccessfully care for clients. I am very excited about theopportunities with Financial Gravity, both for me and a couple youngeradvisors I've been mentoring, and I'm very pleased with theethos of the company.”
Financial Gravity's CEO, Scott Winters, expressedenthusiasm about the collaboration, saying, "We are thrilled towelcome J’Neanne Theus and the clients of Marathon Financial Groupinto the Financial Gravity family. This acquisition is a testament toour commitment to fostering strategic partnerships with exceptionalprofessionals like J’Neanne and her team, as well as our dedicationto providing personalized and client-centric financialservices."
Financial Gravity Companies, Inc. is eager to embark on this newchapter of growth and innovation and looks forward to continuing toprovide top-tier financial solutions to its expanding clientele anddelivering value to its stakeholders.
For more information about Financial GravityCompanies, Inc., please visit: https://financialgravity.com .
AboutFinancial Gravity Companies, Inc.
Financial Gravity CompaniesInc., along with its subsidiary companies, provides investment and taxprofessionals with a turnkey family office charter. We help taxprofessionals evolve from the commoditized business of tax complianceto a Family Office Director that runs and manages their ownmulti-family office. Family Office Directors are able to leverage theFinancial Gravity systems, technology, proprietary resources, and deepdomain expertise to bring an elevated and holistic financial serviceexperience to their clients that spans proactive tax planning,retirement and estate planning, wealth management, and riskmitigation. For more information about Financial Gravity Companies,Inc., please visit https://financialgravity.com.
Forward-LookingStatements
This press release contains forward-lookingstatements as that term is defined in the Private SecuritiesLitigation Reform Act of 1995. Such forward-looking statements arebased on current expectations and involve inherent risks anduncertainties, including factors that could delay, divert, or changeany of them and could cause actual outcomes and results to differmaterially from the current expectations. No forward-looking statementcan be guaranteed. Forward-looking statements in this press releaseshould be evaluated together with the many uncertainties that affectFinancial Gravity's business, and Financial Gravity undertakes noobligation to publicly update any forward-looking statement, whetheras a result of new information, future events, or otherwise.
Contact Details
Financial Gravity Companies,Inc.
Scott Winters
+1 800-588-3893
scott.winters@financialgravity.com
CompanyWebsite
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