Melinda Satterlee
Founder
Marathon Wealth Management LLC
Financial Advisor For Women
Melinda Satterlee
Founder
Marathon Wealth Management LLC
Financial Advisor For Women
I believe education is essential to being financially prepared. As a fee-only financial planner for women, I partner with you to educate, create and implement a plan that will put you in control of your financial future. - Melinda Satterlee, Founder
Fee-Only financial planner located in Bellevue, WA, serving clients in the Greater Seattle and Bellevue Area.
Melinda Satterlee is a Medina, WA fee-only financial advisor serving women in the Greater Seattle Area. Marathon Wealth Management LLC provides comprehensive financial planning to help women business owners, women in transition, and women near retirement organize, grow and protect their assets through life’s transitions. As a fee-only, fiduciary, and independent financial advisor, Melinda Satterlee is never paid a commission of any kind, and has a legal obligation to provide unbiased and trustworthy financial advice.
Melinda Satterlee is the Founder of Marathon Wealth Management, LLC, a Registered Investment Advisory firm.
I do this work with women because in talking with my women friends, it bothered me that they felt uncomfortable asking questions about money and worried about being judged. I believe many women feel this way and as a result they are not gaining the knowledge necessary to be prepared and secure in their financial future. I wanted to change that, so I started Marathon Wealth Management.
I am a fiduciary. As a fiduciary I work for YOU not a corporation. I put your interests first and treat you with the utmost of care and loyalty. As a fee-only financial planner, I don’t receive commissions to recommend any stock, bond or mutual fund. I have a fiduciary duty to recommend only what is best for my clients based on their background, risk tolerance and financial situation. I offer advice not products.
Credentials. I am a Registered Investment Advisor Representative and founder of Marathon Wealth Management, LLC. I have earned my Certification of Completion of the CFP®, Certified Professional Education Program.
More about Me. I have been married for twenty-seven years and have raised four great kids. I enjoy golf with my husband, traveling to Maui, and playing with my two dogs. I am passionate about my faith and my family. I enjoy learning new things, running in new places, and spending time with girlfriends discussing our latest book-club read. My tastes run more toward tequila than wine and I am thrilled that life has opened up again for us to gather together safely!
Melinda Satterlee is a Member of the National Association of Personal Financial Advisors
The National Association of Personal Financial Advisors (NAPFA) is a leading professional association of Fee-Only financial advisors - highly trained professionals who are committed to working in the best interests of those they serve.
NAPFA members live by three important values:
- To be the beacon for independent, objective financial advice for individuals and families.
- To be the champion of financial services delivered in the public interest.
- To be the standard bearer for the emerging profession of financial planning.
I come alongside women to make sure they understand their investments and create a wealth plan that gives them the confidence to live the life they choose to live.
Your needs come first.
I am fee-only and I’m a fiduciary. That means it’s clear what you’re paying me and I don’t make money from selling you products. My recommendations are about what is best for you.
You’re invited to ask questions.
I place a high value on open communication. I welcome your questions because this is a conversation about your money and your future.
You’ll always be well-informed.
I come alongside women to make sure they understand their investments and are confident in their future.
Fee-Only, Fiduciary, Independent: Three Important Criteria to Consider When Choosing a Financial Advisor.
Specialties
- Boutique Firm Serving Select Clientele
- Low-Cost Passive Investing
- Women-Centric
- Proven Strategy for Retirement Income
Ideal Clients
- Women Entrepreneurs
- Women Near or In Retirement
- Widowed Women
- Single Women
Working Together
- Complimentary Initial Consultation
- Virtual Meetings
- Clearly Defined Fees
- Boutique Firm
- Personalized Attention
Professional Designations & Affiliations
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Melinda Satterlee is a Member of the XY Planning NetworkThe XY Planning Network is the leading organization of fee-only financial advisors who are focused on working with Generation X and Generation Y clients. Our mission is to connect consumers with best-in-class financial advisors who specialize in working with clients just like you.
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Melinda Satterlee is a NAPFA AssociateThe National Association of Personal Financial Advisors (NAPFA) is a leading professional association of Fee-Only financial advisors—highly trained professionals who are committed to working in the best interests of those they serve.
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Melinda Satterlee is Quoted on Kiplinger: "How Our Family Fights Inflation"
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Melinda Satterlee is Quoted in InvestmentNews: "Mortgage rate spike changes house-hunting strategy"
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Melinda Satterlee is Quoted on Business Insider: "5 Tips From Financial Experts on Calculating Your ‘Retirement Number’"
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Melinda Satterlee is Quoted on Go Banking Rates: "Financial Advice Women Would Give Their Younger Selves"
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Melinda Satterlee is Quoted in Real Simple: "Why (and How) You Should Invest in a Vacation Home"
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Melinda Satterlee's Blog Post is Featured on the XYPN Consumer Blog: "Good Financial Reads: Holiday Special Edition"
Contact Melinda Satterlee
Office Locations:
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7560 NE 28th Pl
Bellevue, WA 98039
