Latest Articles

Megan Ruins Adam Ruins Everything Episode 43
with No Comments

Teresa Ghilarducci is just wrong here. There is no qualification that can make Ghilarducci more right.

#TBT Don’t Eat Yourself Out of Financial Security
with No Comments

As this 2003 post remind us, “The worst financial problems stem from trying to live a champagne and caviar lifestyle on a beer and chips budget” and it has a few common sense rules to uncommon cents savings.

Q&A: How will I pay for your financial planning services? How much do you typically charge?
with No Comments

It is relatively easy for fee-only fiduciaries to answer the question “How much do you charge?” The only fee they collect is the fee that the client directly pays them.

Your Commission-Based Advisor May Not Even Know What Fees You Are Paying
with No Comments

The majority of the industry many not even believe that there is a better way. But you deserve better.

Q&A: Does a Power of Attorney Agent Have a Fiduciary Duty?
with No Comments

A reader asks, “As her descendant and agent following the rules as written, it is my understanding that I could gift myself $14,000 each year. But can I really?”

Which Index Best Represents The Markets?
with No Comments

Any decision to differ from the cap-weighted global default is a choice.

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!