How Wes Littlejohn Left Corporate Accounting to Build His Own Financial Planning Firm
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How Wes Littlejohn Left Corporate Accounting to Build His Own Financial Planning Firm
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What does it take to leave the corporate world and build a financial planning firm rooted in relationships, persistence, and long-term client care? In this episode, Wes Littlejohn of Marathon Financial Strategies in Atlanta, Georgia, shares how his background in accounting, tax preparation, audit, and corporate finance eventually led him to the advisory profession.
Wes reflects on earning his CPA, working in corporate roles, and realizing that he wanted the smaller, more relationship-driven environment he had seen in his father’s entrepreneurial career. He also shares how his practice evolved from investment-focused work into comprehensive financial planning, why tax planning has become an important part of his value to clients, and how working with his wife, Sally, helped bring more structure, process, and consistency to the business.