Brandon Mull, CFA®, CFP®
I’m Brandon, Founder of Marathon Wealth Advisors. I help individuals and families turn complex financial decisions into clear, confident plans built for the long run. With nearly two decades of experience in wealth management and investment strategy, and both the CFA® and CFP® designations, I bring a disciplined, thoughtful approach to every client relationship.
As a lifelong endurance athlete and two-time U.S. Olympic Trials marathon qualifier, I believe the same patience, rigor, and long-term mindset required for successful marathoning are essential to achieving lasting financial outcomes. At the core of my work is a deep respect for each client’s goals and priorities – not only in achieving financial success, but in exploring the question, “What else is possible?” – and a commitment to helping them move forward with clarity and confidence.
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Chicago, IL | Detroit, MI
“Financial confidence doesn’t come from reacting to the market – it comes from having a plan you understand, believe in, and can stay the course with through every season of life.”
How can I help?
Financial Planning & Analysis
Investment Management
End-to-end investment management focused on tailoring portfolios to each client’s specific circumstances and preferences. Our tailored approach will take into consideration all facets of your situation along with current economic data to optimize your portfolio's risk and return.
Retirement Planning
Transition into your golden years with confidence. Our goal is to see to it that you’re prepared for the unpredictable. Let us turn your retirement dreams into actionable plans.
Tax Optimization
We aim to take the ambiguity of tax planning by utilizing tax-reducing strategies that encompass your overall tax liability. We do it by putting together a game plan that is specific to your needs.
Monthly recaps on financial markets. Stay in the loop with Brandon.
Get to know Brandon
Brandon Mull is Founder and Principal Wealth Advisor for Marathon Wealth Advisors. He brings nearly two decades of experience spanning wealth advisory, investment management, and derivatives trading to serve the needs of his clients. Brandon’s unique expertise lies in the powerful combination of portfolio management paired with customized financial planning which helps clients confidently address key risks such as inflation, market volatility, as well as tax and estate exposure, ensuring their wealth lasts throughout their retirement years.
Prior to founding Marathon Wealth Advisors, Brandon’s career experience included roles in equity research, as well as proprietary futures and options trading. He later was a portfolio manager at Morgan Stanley where he and his team managed and set investment strategy for high-net-worth relationships. Most recently, Brandon was a Senior Vice President at a top wealth management firm, serving as head of their Detroit office with a fourfold growth of relationships, and leading their expansion into the Chicago market.
Brandon holds a BA in Business/Economics from Wheaton College, and holds a rare combination of rigorous credentials, obtaining both the CFA (Chartered Financial Analyst) and CFP (Certified Financial Planner) designations. As a four-time collegiate All-American, Brandon eventually became an avid marathon runner, twice qualifying for the U.S. Olympic Trials (2016 and 2020). He believes that the discipline, rigor, and long-term approach required for successful marathoning are analogous to those required for successful financial outcomes and embody the spirit and purpose of Marathon Wealth Advisors.
At the core of Brandon’s work is a deep respect for each client’s individual story, goals, and priorities. He views his role as a trusted partner, helping clients make informed decisions, prepare for the unexpected, and move forward with confidence toward the life they want to build.
Connect with Brandon:
I began my career helping launch a registered investment advisor firm during the 2008–2009 financial crisis. While I was immediately drawn to the personal side of advising and the opportunity to help people through uncertain moments, I recognized early on that I needed broader experience before fully stepping into that role. I went on to build a strong foundation in investment management, trading, and research, before taking steps to re-enter the wealth space again with more wisdom under my belt, leveraging those experiences to create meaningful, long-term value for my clients.
I serve clients across a broad spectrum, including wealthy individuals, institutions, and endowments as well as younger high earning professionals just starting to secure their financial future. The common thread tends to be astute investors who are looking for long-term professional relationships built on trust unbiased investment counsel. Many of our clients have had experience utilizing their own self management or a sales based advisor. Therefore, my clients prioritize having a fiduciary advisor with independent expertise and advice that is free from conflicts.
My expertise centers on comprehensive financial planning designed to help clients identify and achieve their long-term goals, while also preparing for worst-case scenarios. I pair traditional planning with proactive risk management, utilizing innovative strategies to help hedge against significant, unexpected market events that could threaten long-term wealth creation. I believe this approach shifts the focus from simply accumulating assets to building sustainable, lifelong income streams. I also specialize in analyzing corporate retirement plans such as pensions, deferred compensation, , helping clients evaluate lump-sum decisions and convert them into predictable, inflation-protected sources of income.
I help clients implement strategies across every stage of their financial lives, including retirement planning, intergenerational wealth transfer, and estate maximization using tax- and risk-efficient structures. My work also includes options-based hedging strategies, institutional-quality investment portfolio construction, and detailed planning around Social Security, Medicare, college funding, and financing decisions. Ultimately, my focus is on coordinating every element that impacts a client’s financial world into a cohesive, long-term strategy.
Because of my background as an analyst and trader, I bring a distinct perspective to financial planning. I specialize in translating sophisticated financial concepts into approachable ideas that resonate with my clients. My goal is to help them understand their options and make confident, informed decisions about their financial future.
My favorite part of working with my clients is getting to know their stories and what truly matters to them. I enjoy building real relationships and being a trusted partner as we turn their goals into a clear, actionable plan they can feel confident about.
Working with Savvy allows me to focus more of my time and energy on my clients. Their best-in-class operations and technology streamline many of the time-intensive aspects of wealth management, while their adaptable, forward-thinking culture values feedback and continuous improvement, something that’s rare on Wall Street and incredibly important to me.
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Neither Savvy Wealth, nor Savvy Advisors compensates directly for testimonials or endorsements provided herein, by advisers. However advisors may have an indirect financial incentive to provide testimonials.
Certified Financial Planner Board of Standards Center for Financial Planning, Inc. owns and licenses the certification marks CFP®, CERTIFIED FINANCIAL PLANNER™, and CFP® (with plaque design) in the United States to Certified Financial Planner Board of Standards, Inc., which authorizes individuals who successfully complete the organization’s initial and ongoing certification requirements to use the certification marks.
