Latest Articles

A Quick Strategy for Analyzing Whether You Should Rent or Sell
with No Comments

There are two ways to run the analysis. One is quick and can be done on the back of a napkin. The other is more detailed, best done in a spreadsheet. In this part one, we will explain the quick math.

Crazy Rich Asians Series: What We Can Learn From The Millionaire Lifestyle of Astrid Leong
with No Comments

Astrid Leong is simultaneously one of the wealthiest characters and, even though she has a massively large standard of living, one of the thriftiest.

Financial Planning for the Young and Non-Affluent
with No Comments

“We have simply not been able to serve those who really need us the most.”

What We Can Learn From the Almost Bear Market of 2018
with No Comments

To make the strategy of jumping in and out of the markets successful would require a precision only achieved by luck.

Do Dividend Paying Stocks Make Better Investments?
with No Comments

For all of these reasons, our recommended investment strategy does not focus on dividend-paying stocks.

Q&A: What Happens if an Inherited IRA Fails to Get Inherited?
with No Comments

There is a tangled web of rules and options. For any given family situation and set of desires, there is a best answer when it comes to meeting your wishes, minimizing the tax owed, and optimizing your estate plan.

Read More Articles


Our goal is to help our clients meet theirs.

Marotta Wealth Management is a team of fee-only fiduciary advisors who sit on your side of the table to help you meet your financial goals. Our clients receive a high level of customer service and comprehensive financial advice.

Clients who benefit the most from our wealth management services are small business owners, university professors, or other super-savers who are busy productively saving wealth and want to delegate the financial management to a team of professionals.

If you have at least $1.5 million in investable assets and want to get started quickly, simply call the firm at 434-244-0000 or contact us online to start the process of becoming one of our valued clients.

You can also read our ADV Part 2 descriptive brochure for more information about how Marotta Wealth Management works.

 

Get Started as a Client See Our Whole Team


 

Interested in our services? Contact Us!

Subscribe to our newsletter!